White Tiger Connections Inc.

• Lead the setup and ongoing operations of the new tax division, including shaping processes, workflows, and technology stack (in collaboration with firm leadership and consultants).
• Oversee preparation and review of complex individual (1040), trust (1041), corporate (1120/1120-S), and partnership (1065) returns, ensuring accuracy, compliance, and timeliness.
• Deliver year-round proactive tax planning and advisory services for high-net-worth individuals and families, including Roth conversions, RMD strategies, charitable giving, capital gains/loss harvesting, estate/gift tax considerations, and projections to optimize outcomes.
• Collaborate closely with financial advisors to align tax strategies with clients' investment, retirement, and estate plans, participating in client meetings and prospect discussions as needed.
• Provide clear, approachable education and consultations to clients on tax topics, filing requirements, and opportunities.
• Contribute to firm growth by supporting liquidity events, equity compensation planning, and other special projects where tax expertise adds value.

Senior Tax Manager