Tax Director

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $150k - $200k / year

⏰ Full Time

🔴 Lead

💰 Tax

👻 Ghost score 0%

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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 small business and HNW individual tax pod, overseeing staff and all work product flowing through the pod • Review complex individual tax returns for high-net-worth clients, including trust, estate, and gift tax returns • Review small business returns and serve as a senior technical resource across entity types within the pod • Drive proactive tax planning conversations covering individual tax strategies, family tax planning, gift tax, charitable planning, and wealth and succession planning • Research complex tax issues and develop well-reasoned positions • Manage workflow and priorities across multiple client engagements simultaneously, ensuring quality and deadlines are met • Collaborate with the firm's broader team and clients' outside advisors as appropriate • Contribute to a culture of long-term client relationships, continuity, and exceptional service

🎯 Requirements

• 7+ years of public accounting experience with a strong emphasis on HNW individual and small business taxation • Hands-on experience with trust and estate returns, gift tax, family tax planning, charitable planning, and/or wealth and succession planning • CPA or EA preferred • Bachelor's degree in Accounting required • Master's in Taxation a plus • Prior experience in a senior review or leadership role within a public accounting firm • Excellent judgment, strong technical communication skills, and a genuine commitment to client outcomes

🏖️ Benefits

• Annual discretionary bonus up to 15% • 20 days PTO • Overtime beyond 40 hours converts to additional comp time • 100% company-paid family health and dental insurance premiums • 401(k) with dollar-for-dollar company match up to 6% • Fully remote position