Tax Director

🔥 1 hour ago

🏄 California – Remote

🏄 California – Remote

💵 $175k - $240k / year

⏰ Full Time

🔴 Lead

💰 Tax

👻 Ghost score 0%

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• Just posted.
• Jobs at this company usually fill in 91 days.

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White Tiger Connections Inc.

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2019

💼 Consulting

💸 Finance

🎯 Recruiter

Consulting • 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

• Lead the new tax firm and set the vision for how it serves clients and grows • Manage and mentor the tax team • Build and own client relationships • Take over tax planning conversations from the wealth management team • Pick and set up the firm's tax software, workflows, and client service model • Develop pricing strategy, including minimum fees, engagement packages, and value-based or subscription billing • Build infrastructure and processes to scale, including hiring plans and integration with the wealth management side • Serve wealth management clients' tax needs • Bring new clients in through the tax firm • Perform hands-on tax preparation and review, especially in the early stages • Work closely with advisors on personal and business returns • Run client-facing tax planning meetings • Help modernize the practice

🎯 Requirements

• Active CPA license required • 8+ years of tax experience • Strong individual (1040) tax background • High-net-worth client experience preferred • Experience managing and developing a team • Ability to lead through change with a diplomatic touch • Experience with practice operations such as software, workflows, pricing, and client service • Comfortable being both a leader and a hands-on preparer and reviewer • Entrepreneurial, builder's mindset • Interest in growing a practice instead of following a traditional partner track • Wealth management, RIA, or family office experience is a plus

🏖️ Benefits

• Bonus structure to be discussed based on candidate profile and experience • Potential for profit sharing and equity participation as the tax practice matures • Remote position

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