Senior Tax Manager

Zohorecruit

New York (NY)

Remote

USD 120,000 - 190,000

Full time

14 days+
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Benefits offered by this job

Medical Benefits
401(k) with match
Fully paperless, technology-forward
Growth opportunities

Job summary

White Tiger Connections is representing a rapidly growing boutique CPA practice offering a fully remote Senior Tax Manager position. The firm delivers comprehensive tax advisory and compliance services and emphasizes technology, efficiency, and long-term client relationships.

The role involves client acquisition, relationship management, and high-complexity return preparation and review, with leadership of a small staff and growth opportunities within a dynamic practice.

Qualifications

  • 5+ years of public accounting experience in individual and business taxation.
  • Bachelor's degree in Accounting; Master's in Taxation a plus.
  • CPA or EA preferred; ability to manage client engagements and lead staff.

Responsibilities

  • Lead client acquisition efforts, converting prospects into engagements and onboarding.
  • Serve as the relationship owner for a growing book of clients, coordinating with outside advisors.
  • Prepare and review high-complexity tax returns for individuals and businesses; fiduciary returns where applicable.
  • Drive proactive tax planning conversations focused on client tax savings.
  • Research complex tax issues and develop well-reasoned resolutions.
  • Manage project workflow across multi engagements and prioritize tasks.
  • Supervise and develop a staff of 2–4 team members.
  • Apply data analytics and problem-solving to client situations.

Skills

Client relationship management
Team leadership
Analytical thinking
Communication

Education

Bachelor's degree in Accounting
Master's in Taxation
CPA or EA preferred

Tools

ProFx
Access Tax
Word
Excel
QuickBooks
Adobe Pro
CFS Payroll
BNA

Job description

At White Tiger Connections, we believe that growth isn’t just about numbers; instead, it’s about vision, strategy, and connections that truly count. Our focus on the accounting industry isn’t incidental—it’s entirely intentional. As a result, we’re a team dedicated to helping firms achieve meaningful growth, whether through mergers, acquisitions, strategic partnerships, or carefully placed talent. Ultimately, our approach isn’t about checking boxes; it’s about understanding the unique dynamics of each firm we work with and crafting solutions that propel them forward.

OUR MISSION

Our mission is to make powerful connections that propel accounting firms toward lasting success. We connect buyers, sellers, and partners with strategies that aren’t just transactional but transformative. Whether you’re growing through acquisition, looking to expand your capabilities, or planning for succession, we provide tailored solutions that create real value for your firm and your clients.

WHAT WE DO

White Tiger Connections focuses on three core areas: Mergers & Acquisitions, Consulting, and Recruiting. We work alongside you at every step, from identifying strategic opportunities to securing the right talent and guiding growth decisions. Our approach combines industry insight with hands‑on support, ensuring that each decision aligns with your firm’s goals and sets you up for sustainable success.

Job Description

This is a remote position.

About the Firm

We are representing a rapidly growing boutique CPA practice that provides comprehensive tax advisory and compliance services to individuals and businesses. The firm operates in a fully paperless environment and places a strong emphasis on technology, efficiency, and long-term client relationships.

About the Role

Our client is seeking a Senior Tax Manager to join a growing team and take on a high-impact, multifaceted role. This is not a review-only position — the right candidate will be involved in client acquisition, relationship management, high-complexity return preparation and review, tax planning, and team leadership. The firm is looking for someone who can operate at a senior level independently while also contributing to the growth of the practice and the development of junior staff.

This role is ideal for an experienced tax professional who is client-oriented, analytically driven, and ready to take on meaningful ownership within a growing firm.

Key Responsibilities
  • Lead client acquisition efforts, converting prospective clients into active engagements and managing onboarding from start to finish
  • Serve as the primary relationship owner for an established and growing book of individual and business clients, coordinating with their outside advisors as needed
  • Prepare and review high-complexity tax returns for individuals and businesses, including fiduciary returns where applicable
  • Drive proactive tax planning conversations focused on client tax savings and ongoing opportunities
  • Research complex tax issues and develop well-reasoned resolutions
  • Manage project workflow and prioritize across multiple engagements simultaneously
  • Supervise and develop a staff of 2–4 team members, including staffing assignments and day-to-day oversight
  • Apply strong data analytics and problem-solving skills to client situations with an organized, methodical approach
Requirements
  • 5+ years of public accounting experience in individual and business taxation
  • Bachelor's degree in Accounting required; Master's in Taxation a plus
  • CPA or EA preferred
  • Prior experience managing client engagements and leading staff
  • Fiduciary taxation experience is a plus
  • Proficiency with ProFx or Access Tax preferred; experience with Word, Excel, QuickBooks (online and desktop), Adobe Pro, CFS Payroll, and BNA strongly preferred
  • Ability to work independently, manage competing priorities, and collaborate effectively across a team
  • Strong base and discretionary bonus, commensurate with experience
  • Medical Benefits
  • 401(k) with up to 4% salary match (eligibility after 1 year)
  • Fully paperless, technology-forward work environment
  • Opportunity for long-term growth within a rapidly expanding practice
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