Tax Manager

White Tiger Connections Inc.; City of Troy (NY); Remote; USD 135,000 - 165,000; Full time

Benefits offered by this job

Medical: Multiple plan options; 75% of

Dental and Vision: Voluntary plans

Life Insurance and AD&D: Coverage up 2

Disability: 100% coverage

401(k): Employer contributions

PTO: 15–25 days depending on tenure

Sick Days: 3 days/year

Education Reimbursement: up to $5,250/

Charitable Matching: up to $500

Job summary

White Tiger Connections Inc. is seeking its first Tax Manager to launch an integrated in-house tax practice within a wealth advisory firm. This remote role offers ground-floor opportunity with strong support and modern tech, working with high-net-worth clients and financial advisers.

You will prepare 1040s and business returns, manage notices, and help shape the practice's processes while collaborating across teams. CPA required with extensive tax background and independence.

Qualifications

• CPA license required.
• 6 to 11 years of tax experience at a public accounting firm or financial services firm.
• Strong foundation in individual tax (1040) with meaningful exposure to business returns (1120-S, 1065) and some experience with estates and trusts (1041).
• Has taken 1040s to at least 95% completion independently; ideally has signing authority (PTIN), or is willing to obtain one.
• Experience interacting with the IRS and state tax agencies on behalf of clients (notice responses, penalty abatement requests).
• Tech-savvy and adaptable — experience with modern tax or practice management software preferred, but the right disposition toward technology matters more than specific tools.
• Strong attention to detail and ability to manage a book of returns independently.
• Excellent interpersonal skills — you will interact directly with high-net-worth clients and collaborate daily with financial advisers; this is not a heads-down, back-office role.
• Stable job history — we are looking for someone who builds long-term relationships, not someone who job-hops.
• Comfortable working remotely and self-directing your schedule outside of busy season.

Responsibilities

• Prepare individual tax returns (1040s) for pre-existing clients and, over time, for new clients acquired through organic marketing.
• Handle simpler business returns (1120-S, 1065, 1120) where client complexity is appropriate; refer more complex business situations as needed.
• Prepare 1041 (estate and trust) returns for appropriate situations.
• File quarterly estimates, manage notices and correspondence from the IRS and state tax agencies, and handle routine IRS notice responses on behalf of clients.
• Collaborate with financial advisers to deliver a fully integrated client experience — including proactive tax planning conversations around Roth conversions, capital gain events, state relocations, and other life triggers.
• Participate in regular team meetings, weekly stand-ups, and all-company quarterly gatherings (two virtual, two in-person annually).
• Help develop internal SOPs and workflows as the tax practice is built out from the ground up.
• Provide input on software and process decisions that will shape the long-term infrastructure of the practice.

Skills

Tax expertise

IRS/state notices handling

Remote work discipline

Client communication

Attention to detail

Education

CPA license

Tools

Tax software proficiency

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 Role

Our client is a wealth advisory firm launching an integrated in‑house tax preparation practice. They are hiring their first Tax Manager to serve as the founding member of a separate but closely affiliated entity designed to deliver seamless, coordinated tax and financial planning services to their existing client base and, over time, to the broader market.

This is a ground‑floor opportunity to build something meaningful from scratch, with the full operational and financial support of an established wealth advisory firm behind you. You will not be left on an island. You will have administrative support, cutting‑edge technology, and a collaborative team of financial advisers who genuinely understand the value of what you do.

What You Will Do

Prepare individual tax returns (1040s) for pre‑existing clients and, over time, for new clients acquired through organic marketing

Handle simpler business returns (1120‑S, 1065, 1120) where client complexity is appropriate; refer more complex business situations as needed

Prepare 1041 (estate and trust) returns for appropriate situations

File quarterly estimates, manage notices and correspondence from the IRS and state tax agencies, and handle routine IRS notice responses on behalf of clients

Collaborate with financial advisers to deliver a fully integrated client experience — including proactive tax planning conversations around Roth conversions, capital gain events, state relocations, and other life triggers

Participate in regular team meetings, weekly stand‑ups, and all‑company quarterly gatherings (two virtual, two in‑person annually)

Help develop internal SOPs and workflows as the tax practice is built out from the ground up

Provide input on software and process decisions that will shape the long‑term infrastructure of the practice

Requirements

What We Are Looking For

CPA license required

6 to 11 years of tax experience at a public accounting firm or financial services firm

Strong foundation in individual tax (1040) with meaningful exposure to business returns (1120‑S, 1065) and some experience with estates and trusts (1041)

Has taken 1040s to at least 95% completion independently; ideally has signing authority (PTIN), or is willing to obtain one

Experience interacting with the IRS and state tax agencies on behalf of clients (notice responses, penalty abatement requests)

Tech‑savvy and adaptable — experience with modern tax or practice management software preferred, but the right disposition toward technology matters more than specific tools

Strong attention to detail and ability to manage a book of returns independently

Excellent interpersonal skills — you will interact directly with high‑net‑worth clients and collaborate daily with financial advisers; this is not a heads‑down, back‑office role

Stable job history — we are looking for someone who builds long‑term relationships, not someone who job‑hops

Comfortable working remotely and self‑directing your schedule outside of busy season

What You Will Not Be Asked To Do

Cold‑call or sell tax services at scale — we will handle marketing and lead generation

Perform audits, reviews, or compilations — this is purely a tax and advisory practice

Handle highly complex multi‑entity situations beyond your comfort level in year one — we will build this together at a pace that makes sense

Base salary: $135,000 to $165,000 depending on experience

Bonus structure to be discussed based on candidate profile and experience

Continuing education reimbursement (see Benefits below)

All technology and software provided

• Medical: Multiple plan options available; They fund 75% of the employee premium. Coverage for spouse or dependents is the employee's responsibility. Eligible after 90 days.
• Dental and Vision: Voluntary group plans available. Eligible after 90 days.
• Life Insurance and AD&D: They fund 100% of the premium for coverage up to 2x base salary, capped at $200,000. Eligible on the first of the month following 90 days.
• Disability: They fund 100% of standard long‑term and short‑term disability coverage. Eligible on the first of the month following 90 days.
• 401(k): Employer‑sponsored plan with an automatic 3% safe harbor contribution on total W-2 compensation. Eligible after 90 days.
• PTO: Front‑loaded based on tenure — 15 days (0 to 24 months), 17 days (25 to 60 months), 20 days (61 to 120 months), 25 days (121+ months). Pro‑rated for new hires.
• Sick Days: 3 days per calendar year for full‑time team members.
• Education Reimbursement: Up to $5,250 per year and $15,750 lifetime for advanced degrees, certifications, and designations approved by management. Eligible after 12 months of service.
• Charitable Matching: They match employee charitable gifts up to $500 annually.