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Tax Manager
White Tiger Connections Inc.Tax Manager owning and building the tax function remotely at a $350M investment advisory firm. Managing tax compliance and advisory while collaborating with financial advisors for integrated client services.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- CPA or EA required
- 5+ years of tax experience in a public accounting firm, with demonstrated strength in individual and business owner tax compliance
- Experience managing client relationships at a senior level — comfortable being the face of the tax function
- Strong background in equity compensation taxation strongly preferred (RSUs, PSUs, stock options)
- Proven ability to build — processes, client relationships, and a practice — not just maintain existing ones
- Experience supervising or mentoring staff, even informally
- Strong communicator who can translate complex tax concepts for clients without financial backgrounds
- Reasonably social and collaborative; "work hard, play hard" is a phrase the team would use to describe themselves
- Intellectually honest — the firm deeply values people who ask questions over people who fake certainty
- Comfortable operating with autonomy in a remote environment while staying closely connected to a tight-knit team
Benefits
Comp & perks- Competitive compensation
- Significant upside potential — equity participation or performance-based compensation tied to the growth of the tax practice
- Incredible quality of life
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax compliancetax advisoryequity compensation taxationRSUsPSUsNQSOsISOsclient relationship managementprocess buildingworkflow management
Soft Skills
strong communicatormentoringcollaborationleadershipautonomyintellectual honestyclient managementrelationship buildingconfidencesocial skills
Certifications
CPAEA