
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.
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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.
• Own tax compliance for an existing book of client work, transitioning responsibility fully in-house from outside providers • Prepare, review, and sign off on tax returns independently • Serve as the tax advisor inside client meetings, including Roth conversion discussions, estate planning conversations, and advisory work alongside the financial planning team • Build the internal workflows, processes, and standards that will govern the tax function going forward • Participate in business development efforts • Lay the groundwork for an internal bookkeeping function as the firm scales
• CPA required • 5+ years of tax experience in public accounting, with demonstrated strength in individual compliance, including W-2 earners, retirees, rental property, and investment accounts • Experience managing client relationships directly, not just doing compliance work • Interest or experience in business development • Strong communicator who can translate tax concepts clearly for clients without accounting backgrounds • Located in the state of Texas and comfortable working independently in a remote environment with occasional travel as needed
• Competitive salary commensurate with experience • Benefits package available, details to be discussed during the process • Fully remote with occasional travel as needed
Apply Now🔥 44 minutes ago
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💰 Grant on 2023-09
⏰ Full Time
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