Tax Manager

🕒 Junho 5

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of White Tiger Connections Inc.

White Tiger Connections Inc.

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

• 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

🎯 Requisitos

• 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

🏖️ Benefícios

• Competitive compensation • Significant upside potential — equity participation or performance-based compensation tied to the growth of the tax practice • Incredible quality of life

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