Managing Director

White Tiger Connections; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Variable compensation

Comprehensive benefits package and PTO

Job summary

A leading wealth management firm in the United States is seeking a Senior Tax Manager to establish the tax function. In this role, you will oversee tax advisory services for high-net-worth clients and work closely with RIA teams. The candidate should have a CPA license and 7–10 years of tax experience, preferably in wealth management. This position offers a competitive salary, profit sharing opportunities, and a collaborative work environment focused on entrepreneurial thinking and growth.

Qualifications

• Experience in wealth management or serving high-net-worth clients.
• Strong command of federal, state, and local tax law.
• Ability to deliver consulting to individuals and families.

Responsibilities

• Build and lead the tax division from the ground up.
• Oversee preparation of various tax returns.
• Deliver proactive tax advisory for high-net-worth individuals.
• Collaborate closely with RIA advisors for unified strategies.
• Define the service and pricing model for tax offerings.

Skills

CPA license

Tax consulting and advisory

Interpersonal and communication skills

Tech-savvy

Entrepreneurial mindset

Education

7–10+ years of tax experience

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 well-established wealth management firm that has built a comprehensive service platform designed specifically for RIAs and their clients. The platform gives each client a centralized hub where they can access their entire advisory team — their financial planner, trustee, attorney, and other personal parties — all in one place.

The firm is now adding a Senior Tax Manager as a core component of that platform. When an RIA engages the platform, they gain direct access to dedicated CPA expertise as part of the offering—meaning their clients receive fully integrated tax preparation, planning, and advisory services alongside their broader wealth strategy, all under one roof. It is a turnkey solution that meaningfully expands what they can offer, and demand from prospective RIA partners is substantial.

About the Role

We are seeking a highly experienced, entrepreneurial Senior Tax Manager to serve as the founding tax hire of this platform. This is a ground-floor opportunity to build the tax function from scratch—shaping workflows, defining pricing and service models, and establishing the foundation for a growing team of tax professionals.

The ideal candidate is a trusted advisor who will work dynamically alongside RIA teams, integrate deeply with each firm's client service model, and bring genuine authority to tax strategy discussions—including the ability to challenge recommendations where tax implications warrant it. Clients of the platform's RIA partners will experience this person as a seamless, in-house extension of their advisory team.

As the platform scales and client volume grows, there is a clear path to hiring preparers, reviewers, and additional CPAs—with this person leading that team and sharing in the firm's growth.

Key Responsibilities

Build and lead the tax division from the ground up—establishing processes, workflows, and a scalable technology stack in collaboration with firm leadership and an experienced consulting partner who will support the build-out phase.

Oversee preparation and review of complex individual (1040), trust (1041), corporate (1120/1120-S), and partnership (1065) returns, ensuring accuracy, compliance, and timeliness across a multi-RIA client base.

Deliver proactive, year-round tax advisory for high-net-worth individuals and families, including Roth conversions, RMD strategies, charitable giving, capital gains/loss harvesting, estate and gift tax planning, equity compensation, liquidity events, and forward-looking projections.

Collaborate closely with RIA advisors to align tax strategies with clients' investment, retirement, and estate plans—participating in client meetings and prospect discussions as a valued member of the advisory team.

Help define the service and pricing model for the tax offering, which will directly inform the platform's go-to-market strategy and the candidate's own profit sharing upside.

Communicate clearly and accessibly with clients and advisors on complex tax topics, building trust across diverse relationships.

Requirements

CPA license required.

7–10+ years of progressive tax experience, with strong preference for background in wealth management, family offices, or serving high-net-worth clients.

Deep hands-on experience preparing and reviewing 1040, 1041, 1120, 1120-S, and 1065 returns, with strong command of federal, state, and local tax law.

Demonstrated ability to deliver high-value tax consulting and advisory to HNW individuals, families, and multigenerational wealth structures—including estate, gift, and trust matters.

Entrepreneurial mindset: comfortable operating with autonomy, building structure where none exists, and making decisions that will have long-term impact.

Tech-savvy and process-oriented, with interest in leveraging modern tools (including AI-assisted workflows) to scale quality service delivery.

Strong interpersonal and communication skills—able to build trust with both advisors and end clients, and to bring genuine authority to advisory conversations.

Competitive base salary with variable compensation

Profit sharing opportunities

Comprehensive benefits package and PTO.

A collaborative, growth-oriented environment that values autonomy, precision, and entrepreneurial thinking.