About White Tiger Connections
Sourced by ZipRecruiter
Industry
Business management consulting
Company size
11 - 50 Employees
Headquarters location
New York, NY, US
Year founded
2019
$140K - $210K/yr
Full-time
PTO
Posted 9 days ago
Job description
This is a remote position.
About the Firm
We are representing a long-established wealth management firm with a family office focus, providing comprehensive portfolio management, financial planning, and advisory services to individuals, families, and high-net-worth clients. The firm blends investment expertise with holistic client support to help achieve long-term financial success.
They are launching an in-house tax vertical to enhance client service by offering integrated tax preparation, planning, and advisory directly alongside their financial advisors. This new vertical will complement the firm’s existing financial planning, investment management, and family office services, allowing clients to receive coordinated, year-round tax strategy alongside their broader wealth plan—eliminating the need to coordinate with external CPAs and enabling more proactive, holistic advice.
About the Role
They are seeking an experienced, entrepreneurial Tax Senior Manager to lead and shape this new division from the ground up. This role will involve hands-on preparation and review of tax returns, proactive client advisory, and close collaboration with advisors to integrate tax strategies into broader wealth plans. As client volume and service demand grow, there is a clear runway to hire additional tax and accounting talent and evolve into a formal team leadership position.
The Tax Senior Manager will be the founding leader of this division, playing a pivotal role in its design, launch, and long-term evolution. This is a hands-on, high-impact position where the right candidate will shape workflows, select and implement technology, establish best practices, and build the foundation for future growth.
Key Responsibilities
Lead the setup and ongoing operations of the new tax division, including shaping processes, workflows, and technology stack (in collaboration with firm leadership and consultants).
Oversee preparation and review of complex individual (1040), trust (1041), corporate (1120/1120-S), and partnership (1065) returns, ensuring accuracy, compliance, and timeliness.
Deliver year-round proactive tax planning and advisory services for high-net-worth individuals and families, including Roth conversions, RMD strategies, charitable giving, capital gains/loss harvesting, estate/gift tax considerations, and projections to optimize outcomes.
Collaborate closely with financial advisors to align tax strategies with clients' investment, retirement, and estate plans, participating in client meetings and prospect discussions as needed.
Provide clear, approachable education and consultations to clients on tax topics, filing requirements, and opportunities.
Contribute to firm growth by supporting liquidity events, equity compensation planning, and other special projects where tax expertise adds value.
Requirements
CPA license required.
7-10+ years of progressive tax experience, with strong preference for background in wealth management, family offices, or serving high-net-worth clients.
Hands-on experience preparing and reviewing 1040, 1041, 1120, 1120-S, and 1065 returns, with in-depth knowledge of federal, state, and local tax laws.
Proven ability to provide tax consulting and advisory services to high-net-worth individuals/families, including estate, gift, and trust matters (business returns a plus but not required).
Strong relationship-management skills with the ability to explain complex tax concepts clearly and build trust with clients and advisors.
Entrepreneurial mindset with ambition, humility and tech saviness. Comfortable shaping a new vertical dynamically.
Benefits
Competitive Compensation
Comprehensive benefits package and Paid Time Off (PTO)
A collaborative, team-oriented environment that values autonomy, precision, and professional growth.
whitetigerconnections.com
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Frequently asked questions
Q: What skills or qualities help someone succeed as a Senior Tax Manager?
A: To succeed as a Senior Tax Manager, key technical skills include expertise in tax laws and regulations, proficiency in tax software and systems, and strong analytical and problem-solving abilities to navigate complex tax issues. Soft skills such as effective communication, leadership, and project management are also crucial, as Senior Tax Managers often oversee teams and collaborate with stakeholders to drive tax strategy and compliance. By combining these technical and soft skills, Senior Tax Managers can provide strategic guidance, drive business growth, and ensure tax compliance, ultimately supporting their career growth and effectiveness in the role.
Q: What is the career path for a Senior Tax Manager?
A: A Senior Tax Manager typically follows a career progression from entry-level roles such as Tax Associate or Tax Analyst, to mid-level positions like Tax Senior or Senior Tax Accountant, and eventually to senior roles like Senior Tax Manager or Tax Director. Key opportunities for skill development and professional growth in this role include staying up-to-date on tax laws and regulations, developing leadership and management skills, and expanding expertise in areas such as tax planning, compliance, and advisory services. Long-term career prospects for a Senior Tax Manager may include transitioning into executive roles like Chief Tax Officer or Tax Partner, or pursuing specialized roles like Tax Consultant or Tax Litigator.
