This is a remote position.
About the Firm
We are representing a well-established boutique CPA firm that provides comprehensive tax advisory and compliance services to business owners and individuals. The firm is known for its high-touch client relationships, quality work, and long-term client partnerships.
About the Role
Our client is seeking a Tax Manager to take ownership of an established book of individual clients and manage those relationships end-to-end. The firm has a full support team handling all data entry and return preparation. You come in to review, sign, and own the client relationships, deliver the finished product, and handle any questions or follow-up with confidence. The focus is on volume and relationship management rather than complexity, making it a great fit for someone who thrives running a large book of business efficiently.
This role is ideal for a strong manager or emerging senior manager who is client-oriented, reliable, and looking for a clear path to growth over time.
Key Responsibilities
Manage an established book of individual clients, serving as the day-to-day owner of those relationships and ensuring clients are taken care of from start to finish
Serve as the primary client-facing contact, delivering returns, answering questions, and maintaining strong relationships independently so firm leadership can focus on higher-level priorities
Review ~400 returns prepared by the support team, ensure accuracy, and sign off before client delivery during busy season
Take on more complex tax work in the off-season as a development and growth opportunity, building toward more advanced responsibilities over time
Operate independently and run the day-to-day of your book of business while leveraging firm leadership as a background resource when needed
Requirements
4+ years of public accounting or tax experience
CPA preferred but not required
Strong tax background across individual and entity returns with comfort managing high volume
Client-facing experience and the ability to independently manage relationships
Reliable, organized, and able to manage a large book of work efficiently
Growth-minded with an interest in developing into more advanced work over time
Benefits
Competitive benefits and compensation
Fully remote work environment
Opportunity for long-term growth and advancement
Supportive leadership team focused on retention and professional development
Collaborative culture with strong emphasis on treating people well and building lasting team relationships
Skills Required
- 4+ years of public accounting or tax experience
- Strong tax background across individual and entity returns
- Client-facing experience and ability to manage relationships
- Reliable, organized, and able to manage a large book of work efficiently
- Growth-minded with an interest in developing into more advanced work
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.
