Tax Director

White Tiger Connections Inc.

Tax Director leading HNW individual and small-business tax pods at a national CPA firm. Reviewing complex returns and driving proactive wealth-transfer and succession planning.

Posted 8/23/2026full-timeRemote • 🇺🇸 United StatesLead💰 $150,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in high-net-worth individual and small business taxation, including trust, estate, and gift tax returns. Proven ability to lead teams, manage client engagements, and drive proactive tax planning strategies.

Highest-signal resume keywords

Public Accounting ExperienceHNW Individual TaxationTrust And Estate ReturnsCPA Or EA CertificationTax Planning Strategies

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Individual Tax ReturnsSmall Business ReturnsGift TaxCharitable PlanningWealth PlanningSuccession PlanningTax ResearchWorkflow ManagementClient Engagements

Soft Skills

Excellent JudgmentTechnical CommunicationClient Commitment

Certifications & Qualifications

CPAEA

Industry Keywords

Public AccountingHigh-Net-Worth ClientsTax PlanningFamily Tax PlanningLong-Term Client Relationships

About the role

Key responsibilities & impact

Lead the small business and HNW individual tax pod, overseeing staff and all work product flowing through the pod
Review complex individual tax returns for high-net-worth clients, including trust, estate, and gift tax returns
Review small business returns and serve as a senior technical resource across entity types within the pod
Drive proactive tax planning conversations covering individual tax strategies, family tax planning, gift tax, charitable planning, and wealth and succession planning
Research complex tax issues and develop well-reasoned positions
Manage workflow and priorities across multiple client engagements simultaneously, ensuring quality and deadlines are met
Collaborate with the firm's broader team and clients' outside advisors as appropriate
Contribute to a culture of long-term client relationships, continuity, and exceptional service

Requirements

What you’ll need

7+ years of public accounting experience with a strong emphasis on HNW individual and small business taxation
Hands-on experience with trust and estate returns, gift tax, family tax planning, charitable planning, and/or wealth and succession planning
CPA or EA preferred
Bachelor's degree in Accounting required
Master's in Taxation a plus
Prior experience in a senior review or leadership role within a public accounting firm
Excellent judgment, strong technical communication skills, and a genuine commitment to client outcomes

Benefits

Comp & perks

Annual discretionary bonus up to 15%
20 days PTO
Overtime beyond 40 hours converts to additional comp time
100% company-paid family health and dental insurance premiums
401(k) with dollar-for-dollar company match up to 6%
Fully remote position