This is a remote position.
About the Firm
We are representing a wealth management firm that offers investment management and financial planning to high-net-worth individuals and families rooted in Southern California, with relationships that also extend nationally. The firm is now standing up a separate affiliated tax entity so clients get seamless planning and compliance under one roof. They're looking for a Tax Director to lead that firm and grow it into a full-service tax offering for their clients.
About the Role
The firm is launching an affiliated tax practice and looking for a Tax Director to come in to lead it. You will work closely with advisors on personal and business returns, run client-facing tax planning meetings, take over production over time, and help modernize the practice.
Key Responsibilities
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Lead the new tax firm and set the vision for how it serves clients and grows.
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Manage and mentor the tax team with a collaborative, diplomatic approach.
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Build and own client relationships, and take over tax planning conversations from the wealth management team.
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Pick and set up the firm's tax software, workflows, and client service model.
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Work with the wealth management firm on pricing strategy, including minimum fees, engagement packages, and value-based or subscription billing.
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Build the infrastructure and processes to scale, including when to hire and how to integrate with the wealth management side.
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Serve wealth management clients' tax needs, and bring new clients in through the tax firm.
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Stay hands-on with tax preparation and review, especially in the early stages.
Requirements
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Active CPA license required.
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8+ years of tax experience, with a strong individual (1040) background and high-net-worth clients preferred.
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Experience managing and developing a team, and the ability to lead through change with a diplomatic touch.
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Experience with practice operations such as software, workflows, pricing, and client service.
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Comfortable being both a leader and a hands-on preparer and reviewer.
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An entrepreneurial, builder's mindset, with an interest in growing a practice instead of following a traditional partner track.
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Wealth management, RIA, or family office experience is a plus.
Benefits
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Base salary: $175,000 to $240,000 depending on experience
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Bonus structure to be discussed based on candidate profile and experience
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Potential for profit sharing and equity participation as the tax practice matures
Skills Required
- CPA license
- 8+ years of experience in public accounting
- Strong individual tax return foundation, including Form 1040
- Experience with partnership, S corporation, C corporation, and trust tax returns
- Experience with retirees, real estate owners, and/or wealth-management clients
- Experience owning tax return production and filing workflows, not only review
- High emotional intelligence and diplomatic communication style
- Self-starter able to build and lead a new tax practice
What We Do
White Tiger Connections is a New York-based advisory firm serving owners of CPA/Accounting firms, law firms, and registered investment advisors (RIAs). The firm supports buyers and sellers through mergers and acquisitions, succession and exit planning, and practice valuation preparation, and also provides partner-level and executive recruiting. Founded in 2019, White Tiger Connections focuses on professional services firms, helping owners prepare for a sale, find the right buyer or merger partner, and secure the leadership talent needed for long-term growth.
Why Work With Us
White Tiger Connections is a specialized team focused on one niche: professional services. Team members work directly with owners of CPA/Accounting firms, law practices and RIAs on M&A, succession and partner-level recruiting, gaining hands-on exposure to deals and leadership decisions.
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