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Tax Manager
White Tiger Connections Inc.Tax Manager overseeing tax compliance and advisory services for a registered investment advisory firm in Texas. Responsible for building workflows and managing client relationships in a remote environment.
About the role
Key responsibilities & impact- Own tax compliance for an existing book of client work, transitioning responsibility fully in-house from outside providers
- Prepare, review, and sign off on tax returns independently
- Serve as the tax advisor inside client meetings, including Roth conversion discussions, estate planning conversations, and advisory work alongside the financial planning team
- Build the internal workflows, processes, and standards that will govern the tax function going forward
- Participate in business development efforts
- Lay the groundwork for an internal bookkeeping function as the firm scales
Requirements
What you’ll need- CPA required
- 5+ years of tax experience in public accounting, with demonstrated strength in individual compliance, including W-2 earners, retirees, rental property, and investment accounts
- Experience managing client relationships directly, not just doing compliance work
- Interest or experience in business development
- Strong communicator who can translate tax concepts clearly for clients without accounting backgrounds
- Located in the state of Texas and comfortable working independently in a remote environment with occasional travel as needed
Benefits
Comp & perks- Competitive salary commensurate with experience
- Benefits package available, details to be discussed during the process
- Fully remote with occasional travel as needed
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 returnsRoth conversionestate planningbookkeepingindividual complianceW-2 earnersrental propertyinvestment accounts
Soft Skills
client relationship managementbusiness developmentstrong communicationindependent workadvisory skills
Certifications
CPA