Managing Director

🕒 Julho 29

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White Tiger Connections Inc.

SiteLinkedInTodas as Vagas

1 - 10 funcionários

Fundada em 2019

💼 Consultoria

💸 Finanças

🎯 Recrutamento

Consulting • Finance • Recruitment

White Tiger Connections Inc. é uma empresa de consultoria boutique que orienta líderes de contabilidade e gestão de patrimônio em crescimento, sucessão, fusões e aquisições, e planejamento de saída. A empresa oferece consultoria para fusões e aquisições e corretagem de negócios, recrutamento executivo e aquisição de talentos, avaliações, otimização de lucro e margem, e serviços de crescimento de receita e relacionamento com canais. Seus principais clientes são empresas de contabilidade pública (com receita variando entre $250 mil e $50 milhões) e empresas de gestão de patrimônio, como consultorias de investimento registradas (RIAs) (com ativos sob gestão de $500 milhões a $50 bilhões) e escritórios multifamiliares que buscam aquisições estratégicas, oportunidades de venda cruzada e melhoria na avaliação da empresa.

Descrição

• Build and lead the tax division from the ground up—establishing processes, workflows, and a scalable technology stack in collaboration with firm leadership and an experienced consulting partner who will support the build-out phase • Oversee preparation and review of complex individual (1040), trust (1041), corporate (1120/1120-S), and partnership (1065) returns, ensuring accuracy, compliance, and timeliness across a multi-RIA client base • Deliver proactive, year-round tax advisory for high-net-worth individuals and families, including Roth conversions, RMD strategies, charitable giving, capital gains/loss harvesting, estate and gift tax planning, equity compensation, liquidity events, and forward-looking projections • Collaborate closely with RIA advisors to align tax strategies with clients' investment, retirement, and estate plans—participating in client meetings and prospect discussions as a valued member of the advisory team • Help define the service and pricing model for the tax offering, which will directly inform the platform's go-to-market strategy and the candidate's own profit sharing upside • Communicate clearly and accessibly with clients and advisors on complex tax topics, building trust across diverse relationships.

🎯 Requisitos

• 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 • Deep hands-on experience preparing and reviewing 1040, 1041, 1120, 1120-S, and 1065 returns, with strong command of federal, state, and local tax law • Demonstrated ability to deliver high-value tax consulting and advisory to HNW individuals, families, and multigenerational wealth structures—including estate, gift, and trust matters • Entrepreneurial mindset: comfortable operating with autonomy, building structure where none exists, and making decisions that will have long-term impact • Tech-savvy and process-oriented, with interest in leveraging modern tools (including AI-assisted workflows) to scale quality service delivery • Strong interpersonal and communication skills—able to build trust with both advisors and end clients, and to bring genuine authority to advisory conversations.

🏖️ Benefícios

• Competitive base salary with variable compensation • Profit sharing opportunities • Comprehensive benefits package and PTO • A collaborative, growth-oriented environment that values autonomy, precision, and entrepreneurial thinking.