About the Firm
We are representing a well-established local CPA practice in the Westlake Village area that provides tax compliance, planning, and advisory services to individuals and businesses. The practice is backed by a network of CPA firms, which gives it the resources and stability of a larger organization while keeping the close client relationships and collaborative culture of a boutique firm. The firm is investing in modern systems, including practice management platforms and AI-enabled tools, and offers real room to grow.
About the Role
Our client is seeking a hands-on Tax Manager who enjoys both the technical work and the people side of public accounting. This person will prepare and review returns and workpapers, own a group of client engagements, and supervise and mentor staff. The Tax Manager will work closely with firm leadership and play an active part in improving how the practice operates.
The ideal candidate is a collaborative CPA who takes ownership, communicates well with clients, and is interested in taking on more responsibility as the firm grows.
Key Responsibilities
Prepare and review individual and business tax returns and supporting workpapers
Own client engagements from planning through delivery, serving as a primary point of contact
Supervise, review, and mentor staff and seniors
Work closely with firm leadership on workflow, deadlines, and quality control
Identify tax planning opportunities and communicate recommendations to clients
Research tax issues and document well-supported conclusions
Help implement and improve systems, including practice management and AI-enabled tools
Requirements
Active CPA license required
Approximately 8 to 12 years of public accounting experience
Strong preparation, review, and workpaper skills across individual and business returns
Experience supervising and mentoring staff
Experience owning client relationships and engagements
Collaborative, hands-on working style
Midsize or regional CPA firm background preferred
Experience with Karbon or other systems implementation a plus
Openness to AI tools and new technology
Interest in growing responsibility over time
Benefits
$135k-$150k base salary, commensurate with experience
Staff bonus program
Healthcare benefits
401(k)
Paid time off
Busy-season overtime
Opportunity for long-term growth within the firm
Skills Required
- Active CPA license
- Approximately 8 to 12 years of public accounting experience
- Strong preparation, review, and workpaper skills across individual and business tax returns
- Experience supervising and mentoring staff
- Experience owning client relationships and engagements
- Collaborative, hands-on working style
- Midsize or regional CPA firm background
- Experience with Karbon or other systems implementation
- Openness to AI tools and new technology
- Interest in growing responsibility over time
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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