This is a remote position.
About the Firm
We are representing a rapidly growing, modern tax advisory firm focused on tax planning for 1099 physicians. The firm provides clients with comprehensive tax planning and full-service accounting, supported by a structured team-based (pod) service model.
About the Role
We are looking for a Tax Manager to serve as a background review resource supporting multiple client pods across the firm. Unlike a pod leader who owns a book of clients end-to-end, this role is primarily technical: reviewing complex returns and providing review capacity to pod leaders so they can stay focused on client-facing advisory work. There's also room for this person to flex into a more hands-on advisory support role. The ideal candidate has strong individual (1040) review chops, especially with multi-entity, multi-K-1 physician clients, plus solid experience reviewing pass-through entities.
Key Responsibilities
Provide background review support across several pods, helping pod leaders keep pace with review volume during peak periods.
Review complex individual (1040) returns for physician clients, frequently involving multiple K-1s from real estate partnerships and other pass-through investments alongside an operating company.
Review pass-through entity returns.
Provide review support on trust (1041) returns; low volume and trainable on the job.
Partner closely with pod leaders to maintain accuracy, tax-readiness, and consistent quality standards across a range of client complexity.
Support and mentor preparers within the scope of review work.
Requirements
5+ years of public accounting experience
CPA or EA license preferred.
Strong technical experience reviewing complex 1040s, ideally including physician or high-earning professional clients with multiple K-1s and pass-through entities.
Experience reviewing S-Corp (1120-S) Partnership (1065) returns.
Willingness to learn/review trust and C-Corp returns as needed.
Comfortable operating as a review-focused support resource across multiple pods rather than owning a single client book.
Strong organizational skills; able to manage review workload across varying levels of complexity and multiple pod leaders' priorities.
Desire to take on advisory level work as needed.
Benefits
Competitive salary
Generous PTO, including a firm-wide closure during the last two weeks of the year.
Healthy work hours year-round, with slight increases during busy season.
Skills Required
- 5+ years of public accounting experience
- CPA or EA license
- Strong technical experience reviewing complex 1040s, including multi-K-1s and pass-through investments
- Experience reviewing S-Corp (1120-S) and Partnership (1065) returns
- Willingness to learn/review trust (1041) and C-Corp returns as needed
- Comfortable operating as a review-focused support resource across multiple pods rather than owning a single client book
- Strong organizational skills to manage review workload across varying complexity and multiple priorities
- Desire to take on advisory-level work as needed
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.
