Fiduciary Accountant

🕒 February 9

🗽 New York – Remote

🗽 New York – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💲 Accountant / Accounting

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White Tiger Connections Inc.

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2019

🤝 B2B

💸 Finance

🎯 Recruiter

B2B • Finance • Recruitment

White Tiger Connections Inc. is a boutique advisory firm that guides accounting and wealth-management leaders through growth, succession, mergers & acquisitions, and exit planning. The company provides M&A advisory and business brokerage, executive recruitment and talent acquisition, valuations, profit and margin optimization, and revenue growth and channel-relationship services. Its primary clients are public accounting firms (range $250K–$50M revenue) and wealth-management firms such as RIAs ($500M–$50B AUM) and multi-family offices seeking strategic acquisitions, cross-selling opportunities, and improved firm valuation.

📋 Description

• Project management of fiduciary accounting engagements • Prepare and review Estate and Trust accountings (formal and informal) • Prepare and review Trustee and Executor commissions • Prepare proposed distributions • Coordinate with estate administration teams to support waiver/consent submissions • Form 706 preparation • Maintain annual accounts and records for estates and trusts • Data analytics and structured problem-solving • Client communication and coordination with clients’ other advisors​ • Form 1041 preparation is a plus (not required)

🎯 Requirements

• 4+ years of experience preparing and reviewing fiduciary (estate/trust) accountings • Bachelor’s degree in Accounting or Tax • CPA preferred, not required • Prior experience managing engagements • Ability to organize and prioritize work. • Ability to work independently, but also work well with others. • Ability to manage multiple workstreams simultaneously. • Strong technology skills (the firm relies heavily on technology because the office is paperless). • Prior experience with Thomson Reuters OneSource Fiduciary Accounting software (used to be called Zains) is preferred.

🏖️ Benefits

• Robust benefits package (life/disability insurance, 401(k) match, health premium support) • Flexible work hours and location; option for 100% remote • Transparent leadership and communication • Support for continuing education, networking, and process improvement • Mentorship on technical growth and career advancement • Clear path for long-term progression (including a potential partner-track-style trajectory)