White Tiger Connections Inc.

• Own the end-to-end tax function, including compliance, basic advisory, and IRS/state notice responses for individual and business clients
• Serve as the firm's primary tax relationship manager — clients should feel they have a trusted tax advisor, not just a preparer
• Collaborate closely with financial advisors and ownership to deliver a fully integrated client experience across planning and tax
• Manage relationships with outside vendors for complex returns, ensuring seamless coordination and quality control
• Build the internal infrastructure — processes, workflows, and standards — for a tax practice being stood up from the ground floor
• Lead client meetings independently on all tax matters; step into any advisory conversation with confidence
• Stay current on equity compensation taxation, including RSUs, PSUs, NQSOs, ISOs, and related planning considerations
• Contribute meaningfully to leadership discussions as the practice scales; this person will be closely involved in decisions from early on
• Mentor and develop junior staff as the team grows

Tax Manager

Accountant

• Manage a portfolio of monthly bookkeeping and accounting clients (up to 15–20 at capacity over time).
• Take each client engagement from start to finish on a monthly basis.
• Perform full-cycle accounting, including transaction coding, bank and credit card reconciliations, and general ledger maintenance.
• Prepare and post adjusting journal entries and support month-end close processes.
• Prepare and finalize monthly financial statements.
• Review work when applicable and ensure accuracy of account classifications and reporting.
• Communicate with clients as needed to gather documentation and clarify transactions (initially limited client-facing responsibility).
• Utilize QuickBooks Desktop and QuickBooks Online extensively as a power user.

Staff Accountant

Bookkeeper

• Manage a portfolio of monthly bookkeeping clients (up to 15–20 at capacity over time).
• Take each client engagement from start to finish on a monthly basis.
• Perform full-cycle bookkeeping, including transaction coding, bank and credit card reconciliations, and general ledger maintenance.
• Prepare and finalize monthly financial statements.
• Review work and ensure accuracy of account classifications and reporting.
• Communicate with clients to gather necessary documentation and clarify transactions (initially limited client-facing responsibility, with opportunity to grow into a more client-facing role over time).
• Maintain organized and accurate financial records in compliance with firm standards and accounting best practices.
• Utilize QuickBooks Desktop and QuickBooks Online extensively as a power user.

• Manage an established book of individual and entity clients, serving as the day-to-day owner of those relationships and ensuring clients are taken care of from start to finish
• Serve as the primary client-facing contact, delivering returns, answering questions, and maintaining strong relationships independently so firm leadership can focus on higher-level priorities
• Review ~400 returns prepared by the support team, ensure accuracy, and sign off before client delivery during busy season
• Take on more complex tax work in the off-season as a development and growth opportunity, building toward more advanced responsibilities over time
• Operate independently and run the day-to-day of your book of business while leveraging firm leadership as a background resource when needed

Operations

• Provide operational and executive support to leadership, including contract/proposal coordination, scheduling, and special project support.
• Reduce administrative burden on billable professionals and contribute to an exceptional client experience through organized, responsive execution.
• Coordinate workflows across recurring accounting and advisory engagements to support timely, high-quality client delivery.
• Improve processes, documentation, and effective use of the firm's technology stack and automation tools to increase efficiency, consistency, and team effectiveness.
• Manage project flow, priorities, team capacity, and deadlines; identify bottlenecks and help keep work moving.
• Support accountability and operating rhythms through workflow tracking, internal coordination, meetings, and follow-up.
• Track and report key operational metrics, providing visibility into capacity, utilization, and delivery performance.
• Help drive firm simplification, operational discipline and continuous improvement.

Practice Operations Manager

• Ensure that all accountants across acquired firms are performing to standard — work is completed accurately, on time, and at the quality level clients expect
• Actively monitor client responsiveness and delivery timelines across the portfolio
• Assess the quality of CAS and tax work at the engagement level, with the ability to identify and address gaps directly
• Lead the human side of firm integration — bringing staff through transitions in tools, processes, and operating models with clarity and buy-in
• Build and manage onboarding and training programs that allow acquired staff to ramp quickly and perform consistently
• Own the hiring and development of replacement or backfill talent as the portfolio grows
• Drive process improvement across the practice — identifying inefficiencies, standardizing workflows, and maintaining operational performance through multiple concurrent acquisitions
• Act as the primary diagnostic voice for the product team: your job isn't to select software — it's to identify the problems worth solving.
• Own the feedback loop between the accounting practice and the product team — continuously translating field reality into product direction, and ensuring that what gets built actually gets adopted and used.

Head of Operations

• Manage full-cycle tax review, signing, and client communication across a portfolio of individual and business engagements.
• Serve as a primary point of contact for clients — including individuals, business owners, and those who are both — bringing emotional intelligence, proactive tax planning insight, and professionalism to every interaction.
• Handle a broad range of return types with primary focus on 1040, 1041, and 1065, with additional exposure to entity returns including 1120 and 1120S.
• Provide mentorship and serve as a technical resource for junior staff on complex tax and entity concepts, while maintaining an active workload of assigned engagements.
• Collaborate with firm Partners on tax planning strategies, research on complex issues, and special advisory projects.
• Stay current on federal, state, and local tax law developments and communicate relevant changes to clients and internal teams.

Tax Manager

Staff Accountant

Bookkeeper

Tax Manager

Practice Operations Manager

Head of Operations

Tax Senior Manager