Our client, a well-established wealth management firm with a robust in-house tax practice stemming from a large CPA firm acquisition, is seeking an experienced Tax Director to join their professional team. This position is ideal for a seasoned tax professional with strong leadership capabilities who is ready to step into a high-impact role and play a pivotal part in the firm's next chapter of growth.
The Tax Director is a key in-office leadership hire, brought on as part of a long-term succession plan with a direct path to Partner.
You’ll work closely with forward-thinking leadership dedicated to modernizing and expanding the firm’s capabilities while continuing to serve a high-value client base. Ideal candidates are accomplished tax professionals with proven leadership skills who are eager to guide the firm through this exciting period of growth and transition.
Lead and manage tax engagements, delivering premium tax services to a diverse range of clients.
Develop and maintain strong client relationships, providing exceptional advisory services and insights.
Mentor, coach, and manage team members across multiple locations, fostering a culture of collaboration and professional growth.
Stay current on tax legislation and industry trends to deliver proactive, innovative solutions.
Partner with firm leadership to execute strategic initiatives and strengthen the firm’s market position.
Participate in business development efforts and networking to support long-term growth.
Requirements
Active CPA license.
9+ years of public accounting tax experience, including at least 2 years in a leadership role.
Strong leadership, communication, and interpersonal skills.
Demonstrated ability to manage multiple priorities and deadlines.
Commitment to exceptional client service and team development.
Benefits
Compensation & Benefits
Competitive compensation commensurate with experience.
Comprehensive benefits package and Paid Time Off (PTO).
Attractive path to Partnership as part of a planned ownership transition.
A collaborative, forward-looking environment with meaningful influence over firm direction and growth.
Skills Required
- Active CPA license
- 9+ years of public accounting tax experience
- At least 2 years in a leadership role
- Strong leadership, communication, and interpersonal skills
- Demonstrated ability to manage multiple priorities and deadlines
- Commitment to exceptional client service and team development
What We Do
White Tiger Connections specializes in advising mid-market and enterprise businesses on mergers and acquisitions (M&A), succession planning, and expansion strategies. They assist leaders in driving growth, optimizing transactions, and forming strategic partnerships, primarily serving clients in public accounting and wealth management.
