Tax Manager

Posted Yesterday
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Hiring Remotely in Massapequa Park, New York, USA
In-Office or Remote
Senior level
Professional Services • Consulting • Financial Services
New York advisory firm for M&A, succession and partner recruiting serving CPA/Accounting firms, law firms and RIAs.
The Role
Manage and review individual and business tax returns, lead tax planning, advise high-net-worth clients, supervise tax staff, manage client relationships and deadlines, collaborate with wealth advisors, improve firm processes, and monitor tax law changes.
Summary Generated by Built In

This is a remote position.

About the Firm


Our client is a family office that owns several growing accounting firms alongside their large national wealth management practice. The vision is simple: give clients a true one-stop experience, with wealth management and tax working side by side. New clients come in every year through organic growth and acquisitions, so the work never runs dry. What they need most to reach the next stage is great people, and they are ready to invest in the right ones.


About the Role


They're hiring a Tax Manager to join one of their accounting firms, a team known for its strong culture, leadership, and quality of life. The family office behind these firms is growing quickly and is looking for exceptional tax talent who is hungry, humble, and smart. For the right person, this is a chance to build a long-term career, not just fill a seat.


Key Responsibilities


  • Manage and review individual and business tax returns, including 1040, 1065, 1120S, and related filings.

  • Lead tax planning conversations and advise clients, many of whom also work with the wealth management firm.

  • Supervise, review, and mentor staff and seniors, and help develop the next generation of the team.

  • Own client relationships and keep engagements, deadlines, and workflow on track.

  • Partner with wealth advisors so clients get one coordinated planning and tax experience.

  • Help improve processes and systems as the firms grow and bring new practices on board.

  • Stay current on tax law changes and share what matters with clients and the team.



Requirements
  • 5+ years of tax experience in public accounting or a similar setting, including reviewing returns and supervising others.

  • CPA or EA preferred.

  • Strong individual and business tax knowledge. High-net-worth, trust, or business owner clients are a plus.

  • Comfortable being client-facing and leading planning conversations with confidence.

  • Self-directed and organized.

  • Wealth management or advisory-focused firm experience is a plus.



Benefits
  • Competitive salary, commensurate with experience.

  • Bonus opportunities

  • Strong benefits package

  • Fully remote



Skills Required

  • 5+ years of tax experience in public accounting or a similar setting
  • Experience reviewing tax returns
  • Experience supervising others
  • Strong individual and business tax knowledge
  • Client-facing experience and confidence leading tax planning conversations
  • Self-directed and organized
  • CPA or EA
  • Experience with high-net-worth, trust, or business owner clients
  • Experience in wealth management or an advisory-focused firm
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The Company
HQ: Massapequa Park, New York
10 Employees
Year Founded: 2019

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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