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Tax Manager

Role overview

Summary

This role is for a Tax Manager at a family office that owns several accounting firms. You will manage tax returns, lead planning conversations, and supervise staff while collaborating with wealth advisors to provide clients with coordinated services.

Qualifications

  • 5+ years of tax experience in public accounting or a similar setting, including reviewing returns and supervising others.
  • Comfortable being client-facing and leading planning conversations with confidence.
  • Self-directed and organized.
  • Preferred: CPA or EA
  • Preferred: Strong individual and business tax knowledge. High-net-worth, trust, or business owner clients

Responsibilities

  • Manage and review individual and business tax returns, including 1040, 1065, 1120S, and related filings.
  • Lead tax planning conversations and advise clients, many of whom also work with the wealth management firm.
  • Supervise, review, and mentor staff and seniors, and help develop the next generation of the team.
  • Own client relationships and keep engagements, deadlines, and workflow on track.

Key facts

Hard skills

Other skills

  • Supervision
  • Communication
  • Mentorship

About the company

White Tiger Connections Inc. logo

White Tiger Connections Inc.

  • Management Consulting
  • 2–10
At White Tiger Connections, we believe that growth isn’t just about numbers; instead, it’s about vision, strategy, and connections that truly count. Our focus on the accounting industry isn’t incidental—it’s entirely intentional. As a result, we’re a team dedicated to helping firms achieve meaningful growth, whether through mergers, acquisitions, strategic partnerships, or carefully placed talent. Ultimately, our approach isn’t about checking boxes; it’s about understanding the unique dynamics of each firm we work with and crafting solutions that propel them forward. OUR MISSION Our mission is to make powerful connections that propel accounting firms toward lasting success. We connect buyers, sellers, and partners with strategies that aren’t just transactional but transformative. Whether you’re growing through acquisition, looking to expand your capabilities, or planning for succession, we provide tailored solutions that create real value for your firm and your clients. WHAT WE DO White Tiger Connections focuses on three core areas: Mergers & Acquisitions, Consulting, and Recruiting. We work alongside you at every step, from identifying strategic opportunities to securing the right talent and guiding growth decisions. Our approach combines industry insight with hands-on support, ensuring that each decision aligns with your firm’s goals and sets you up for sustainable success.

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Job description

This is a remote position.

About the Firm


Our client is a family office that owns several growing accounting firms alongside their large national wealth management practice. The vision is simple: give clients a true one-stop experience, with wealth management and tax working side by side. New clients come in every year through organic growth and acquisitions, so the work never runs dry. What they need most to reach the next stage is great people, and they are ready to invest in the right ones.


About the Role


They're hiring a Tax Manager to join one of their accounting firms, a team known for its strong culture, leadership, and quality of life. The family office behind these firms is growing quickly and is looking for exceptional tax talent who is hungry, humble, and smart. For the right person, this is a chance to build a long-term career, not just fill a seat.


Key Responsibilities


  • Manage and review individual and business tax returns, including 1040, 1065, 1120S, and related filings.

  • Lead tax planning conversations and advise clients, many of whom also work with the wealth management firm.

  • Supervise, review, and mentor staff and seniors, and help develop the next generation of the team.

  • Own client relationships and keep engagements, deadlines, and workflow on track.

  • Partner with wealth advisors so clients get one coordinated planning and tax experience.

  • Help improve processes and systems as the firms grow and bring new practices on board.

  • Stay current on tax law changes and share what matters with clients and the team.



Requirements

  • 5+ years of tax experience in public accounting or a similar setting, including reviewing returns and supervising others.

  • CPA or EA preferred.

  • Strong individual and business tax knowledge. High-net-worth, trust, or business owner clients are a plus.

  • Comfortable being client-facing and leading planning conversations with confidence.

  • Self-directed and organized.

  • Wealth management or advisory-focused firm experience is a plus.



Benefits

  • Competitive salary, commensurate with experience.

  • Bonus opportunities

  • Strong benefits package

  • Fully remote



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