Managing Director

🕒 April 2

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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.