White Tiger Connections Inc.

Senior Tax Manager

White Tiger Connections Inc.

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Senior

About the role

  • 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.

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.
  • Hands-on experience preparing and reviewing 1040, 1041, 1120, 1120-S, and 1065 returns, with in-depth knowledge of federal, state, and local tax laws.
  • Proven ability to provide tax consulting and advisory services to high-net-worth individuals/families, including estate, gift, and trust matters (business returns a plus but not required).
  • Strong relationship-management skills with the ability to explain complex tax concepts clearly and build trust with clients and advisors.
  • Entrepreneurial mindset with ambition, humility and tech saviness. Comfortable shaping a new vertical dynamically.
Benefits
  • Competitive Compensation
  • Comprehensive benefits package
  • Paid Time Off (PTO)
  • Collaborative, team-oriented environment that values autonomy, precision, and professional growth.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax preparationtax compliancetax planningRoth conversionsRMD strategiescharitable givingcapital gains harvestingestate tax considerationsgift tax considerationstax consulting
Soft Skills
relationship managementcommunicationeducationconsultationtrust buildingentrepreneurial mindsetambitionhumilityadaptabilitycollaboration
Certifications
CPA license