Tax Senior Manager

Zohorecruit; United States; Remote; USD 140,000 - 210,000; Full time

Benefits offered by this job

Profit sharing

Equity participation

Remote work

Job summary

White Tiger Connections is launching a tax practice and seeks a Senior Tax Manager to join as the founding tax professional. You will serve an existing book of clients—individuals, retirees, and entrepreneur‑business owners—while helping build an integrated service offering in a fully remote role.

You will work with advisers to prepare and review returns, guide tax planning, and shape processes, workflows, and client experience as the practice grows.

Qualifications

• CPA required and 6+ years in public accounting.
• Generalist background with exposure to individuals, trusts, and small businesses.
• Strong communication and remote-work capability.
• Self-starter able to build and grow a tax practice.

Responsibilities

• Prepare and review returns for high-net-worth and mid-affluent clients.
• Collaborate with advisers on tax planning and Roth conversions.
• Advise on tax-efficient strategies for investments and real estate.
• Help define and build the firm's tax practice; establish processes.
• Manage client relationships with proactive communication.
• Serve as primary tax resource for advisers and clients.

Skills

Strong communication

Remote work

Self-starter

Independent work

Education

CPA is required

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, award‑winning RIA firm with a strong reputation built over 20 years through a deep focus on the client experience and a referral‑driven growth model that speaks for itself. Their client base skews toward mid‑affluent individuals and entrepreneurial business owners with investable assets between $1M and $20M. The firm offers investment management and financial planning today, and is now building out an in‑house tax capability to deliver a truly integrated wealth management experience.

About the Role

The firm is launching a tax practice and looking for a Senior Tax Manager to come in as the founding tax professional. You will work closely with the firm's advisers to serve an existing book of clients — individuals, retirees, and entrepreneur‑business owners — while helping grow an integrated service offering. The work is generalist in nature, which means real variety day to day.

Key Responsibilities

• Prepare and review individual, business, and trust returns for a mix of high‑net‑worth and mid‑affluent clients
• Work hand‑in‑hand with financial advisers on tax planning, Roth conversions, tax‑loss harvesting, and ongoing strategy
• Advise clients with concentrated positions, liquidity events, business ownership, and real estate on tax‑efficient approaches
• Serve as the primary tax resource for the firm's adviser team and client base
• Help define and build the firm's tax practice from the ground up — processes, workflows, and client experience
• Manage client relationships directly, with a focus on proactive communication and responsive service

Requirements

• CPA required
• 6+ years in public accounting, ideally at a boutique or mid‑sized firm serving high‑net‑worth individuals and business owners
• Generalist background with exposure to individuals, trusts, and small businesses
• Strong communication skills and comfort working directly with clients and advisers
• Demonstrated ability to thrive in a remote environment
• Self‑starter mentality — this role requires someone who can operate independently and build, not just execute
• Base salary: $140,000 to $210,000 depending on experience
• Bonus structure to be discussed based on candidate profile and experience
• Opportunity to grow with a fast‑scaling firm
• Potential for profit sharing and equity participation as the tax practice matures