White Tiger Connections

This is a remote position. About Guide Point We're a growing remote accounting firm serving over 5,500 clients. Our approach stands apart from much of today's private equity–driven accounting landscape. We believe the profession has become too focused on profits at the expense of people and culture. Instead, we're building a firm that values technical excellence, fairness, and respect for our professionals. Clear expectations, sustainable workloads, and a culture of integrity define how we operate—and how we aim to lead the next generation of accounting firms. About the Role The Senior Tax Manager is responsible for delivering high-quality, technically sound accounting and tax solutions across a diverse client base of individuals and business owners. This position is ideal for a seasoned tax professional who values precision, client relationships, and meaningful work in a firm that prioritizes fairness and clarity over long hours and bureaucracy. You'll work on a variety of individual and entity returns, manage direct client relationships, and serve as a trusted technical resource within the team. It's a role built for someone who wants to plant their flag at a well-run firm and grow with it over the long term. We have strong systems, software, and support staff in place, so administrative and preparatory tasks are not part of this role. We value team players who can help when needed, but are committed to keeping your time focused on work that matches your level and skill set. Responsibilities - Manage full-cycle tax review, signing, and client communication across individual and business engagements. - Serve as a primary point of contact for clients who are individuals, business owners, or both — bringing emotional intelligence and professionalism to every interaction. - Handle a broad range of return types with primary focus on 1040, 1041, and 1065, with additional exposure to entity returns including 1120 and 1120S. - Read and interpret financial statements and review prepared business returns as part of supporting business-owner clients. - Act as a technical resource for junior staff on foundational tax and entity concepts while maintaining an active workload of assigned engagements. - Contribute to firm integration and process-improvement initiatives as new practices are onboarded. Requirements - CPA designation required. - 9-15 years of public accounting experience with strong technical tax skills across individual and entity return types. - Proficiency in individual, partnership, and S corporation tax compliance; familiarity with trust returns (1041) a plus, though depth is not required. - Ability to read financial statements and understand business accounting in the context of tax work. - Comfortable managing direct client relationships, including business owners — clear, professional, and emotionally intelligent in communication. - High attention to detail and strong organizational skills, especially in a remote environment. Benefits - Competitive Compensation - Fully remote - Significant growth opportunity within a mission-driven, people-first firm

This is a remote position. About Guide Point We're a growing remote accounting firm serving over 5,500 clients. Our approach stands apart from much of today's private equity–driven accounting landscape. We believe the profession has become too focused on profits at the expense of people and culture. Instead, we're building a firm that values technical excellence, fairness, and respect for our professionals. Clear expectations, sustainable workloads, and a culture of integrity define how we operate—and how we aim to lead the next generation of accounting firms. About the Role The Senior Tax Manager is responsible for delivering high-quality, technically sound accounting and tax solutions across a diverse client base of individuals and business owners. This position is ideal for a seasoned tax professional who values precision, client relationships, and meaningful work in a firm that prioritizes fairness and clarity over long hours and bureaucracy. You'll work on a variety of individual and entity returns, manage direct client relationships, and serve as a trusted technical resource within the team. It's a role built for someone who wants to plant their flag at a well-run firm and grow with it over the long term. We have strong systems, software, and support staff in place, so administrative and preparatory tasks are not part of this role. We value team players who can help when needed, but are committed to keeping your time focused on work that matches your level and skill set. Responsibilities - Manage full-cycle tax review, signing, and client communication across individual and business engagements. - Serve as a primary point of contact for clients who are individuals, business owners, or both — bringing emotional intelligence and professionalism to every interaction. - Handle a broad range of return types with primary focus on 1040, 1041, and 1065, with additional exposure to entity returns including 1120 and 1120S. - Read and interpret financial statements and review prepared business returns as part of supporting business-owner clients. - Act as a technical resource for junior staff on foundational tax and entity concepts while maintaining an active workload of assigned engagements. - Contribute to firm integration and process-improvement initiatives as new practices are onboarded. Requirements - CPA designation required. - 9-15 years of public accounting experience with strong technical tax skills across individual and entity return types. - Proficiency in individual, partnership, and S corporation tax compliance; familiarity with trust returns (1041) a plus, though depth is not required. - Ability to read financial statements and understand business accounting in the context of tax work. - Comfortable managing direct client relationships, including business owners — clear, professional, and emotionally intelligent in communication. - High attention to detail and strong organizational skills, especially in a remote environment. Benefits - Competitive Compensation - Fully remote - Significant growth opportunity within a mission-driven, people-first firm

This is a remote position. About the Firm We are representing a well-established wealth management firm that has built a comprehensive service platform designed specifically for RIAs and their clients. The platform gives each client a centralized hub where they can access their entire advisory team — their financial planner, trustee, attorney, and other personal parties — all in one place. The firm is now adding a Managing Director as a core component of that platform. When an RIA engages the platform, they gain direct access to dedicated CPA expertise as part of the offering—meaning their clients receive fully integrated tax preparation, planning, and advisory services alongside their broader wealth strategy, all under one roof. It is a turnkey solution that meaningfully expands what they can offer, and demand from prospective RIA partners is substantial. About the Role We are seeking a highly experienced, entrepreneurial Managing Director to serve as the founding tax hire of this platform. This is a ground-floor opportunity to build the tax function from scratch—shaping workflows, defining pricing and service models, and establishing the foundation for a growing team of tax professionals. The ideal candidate is a trusted advisor who will work dynamically alongside RIA teams, integrate deeply with each firm's client service model, and bring genuine authority to tax strategy discussions—including the ability to challenge recommendations where tax implications warrant it. Clients of the platform's RIA partners will experience this person as a seamless, in-house extension of their advisory team. As the platform scales and client volume grows, there is a clear path to hiring preparers, reviewers, and additional CPAs—with this person leading that team and sharing in the firm's growth. Key Responsibilities - Build and lead the tax division from the ground up—establishing processes, workflows, and a scalable technology stack in collaboration with firm leadership and an experienced consulting partner who will support the build-out phase. - Oversee preparation and review of complex individual (1040), trust (1041), corporate (1120/1120-S), and partnership (1065) returns, ensuring accuracy, compliance, and timeliness across a multi-RIA client base. - Deliver proactive, year-round tax advisory for high-net-worth individuals and families, including Roth conversions, RMD strategies, charitable giving, capital gains/loss harvesting, estate and gift tax planning, equity compensation, liquidity events, and forward-looking projections. - Collaborate closely with RIA advisors to align tax strategies with clients' investment, retirement, and estate plans—participating in client meetings and prospect discussions as a valued member of the advisory team. - Help define the service and pricing model for the tax offering, which will directly inform the platform's go-to-market strategy and the candidate's own profit sharing upside. - Communicate clearly and accessibly with clients and advisors on complex tax topics, building trust across diverse relationships. 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. - Deep hands-on experience preparing and reviewing 1040, 1041, 1120, 1120-S, and 1065 returns, with strong command of federal, state, and local tax law. - Demonstrated ability to deliver high-value tax consulting and advisory to HNW individuals, families, and multigenerational wealth structures—including estate, gift, and trust matters. - Entrepreneurial mindset: comfortable operating with autonomy, building structure where none exists, and making decisions that will have long-term impact. - Tech-savvy and process-oriented, with interest in leveraging modern tools (including AI-assisted workflows) to scale quality service delivery. - Strong interpersonal and communication skills—able to build trust with both advisors and end clients, and to bring genuine authority to advisory conversations. Benefits - Competitive base salary with variable compensation - Profit sharing opportunities - Comprehensive benefits package and PTO. - A collaborative, growth-oriented environment that values autonomy, precision, and entrepreneurial thinking.

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. 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. About the Role Our client is launching an in-house tax division to deliver seamless, integrated tax preparation, planning, and advisory services directly to their high-net-worth clients. 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. The Tax 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.

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. They are seeking an experienced, entrepreneurial Tax 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. About the Role Our client is launching an in-house tax division to deliver seamless, integrated tax preparation, planning, and advisory services directly to their high-net-worth clients. 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. The Tax 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.

This is a remote position. About The Firm We work with accounting firm clients across the United States, many of whom are actively looking to hire for these roles. Our approach stands apart from much of today’s private equity–driven accounting landscape. We believe the profession has become too focused on profits at the expense of people and culture. Instead, we partner with firms that value technical excellence, fairness, and respect for their professionals. Clear expectations, sustainable workloads, and a culture of integrity define how these firms operate—and how, together, we aim to lead the next generation of accounting firms. About the Role The Tax Manager I and II are responsible for delivering high-quality, technically sound tax work across a diverse client base. This position is ideal for professionals who value precision, consistency, and meaningful work in a firm that prioritizes fairness and clarity over long hours and bureaucracy. The Tax Manager II will manage easy-complexity engagements including review, signing, and client relationship management, while supporting more senior team members on medium-complexity projects. The Tax Manager II will manage easy and medium-complexity engagements including review, signing, and client relationship management, while supporting more senior team members on hard-complexity projects. It’s a role built for tax professionals who take pride in technical excellence and want to grow within a healthy, well-run practice. We have strong systems, software, and support staff in place, so administrative and preparatory tasks are not part of this role. We value team players who can help when needed, but are committed to keeping your time focused on work that matches your level and skill set. Responsibilities - Handle the review, signing, and client relationship management for engagements of appropriate complexity, while supporting more senior team members on more complex projects. - Provide limited client relationship management tied to assigned engagements, balancing technical accuracy with clear and effective communication. - Act as a technical resource for junior staff on foundational tax concepts while maintaining an active workload of assigned returns. - Contribute to firm integration and process-improvement initiatives as new practices are onboarded. - Familiarity with a wide range of return types, with primary exposure to 1040, 1120, 1120S, and 1065. - Periodic involvement with 1041, 990s, financial statements, and miscellaneous filings such as 1031 exchanges and FBAR as needed. Requirements - CPA or EA designation preferred. - 4-15 years of public accounting experience with strong technical tax skills. - Proficiency in individual, partnership, and S corporation tax compliance. - High attention to detail and ability to manage a range of return complexities. - Excellent communication and organizational skills, especially in a remote environment. Benefits - Compensation Range: $90k-$150k

This is a remote position. We partner with small to mid-sized CPA firms across the United States that are evolving with the future of public accounting through flexible, technology-driven work models. These firms are people-first, relationship-oriented, and committed to building meaningful career paths for CPAs with leadership aspirations. They look to us to connect them with Tax Supervisors who value balance, long-term growth, and flexibility. Role Overview As a Tax Supervisor, you’ll combine technical expertise, leadership potential, and client service excellence while working with firms that emphasize both professional advancement and personal well-being. In this role, you’ll oversee tax engagements, guide junior staff, and contribute to exceptional client service in a progressive, flexible environment. Key Responsibilities - Manage and review tax compliance and planning projects for individuals and businesses. - Collaborate with firm leaders on client service initiatives and tax advisory strategies. - Supervise and mentor staff accountants, offering feedback, coaching, and professional development. - Ensure adherence to professional standards and stay current with changing tax regulations. - Leverage technology to communicate and collaborate seamlessly with clients and team members across locations. - Foster strong client relationships through proactive support and consistent communication. Requirements - CPA license required. - Bachelor’s degree in Accounting - Minimum of 2 years of recent public accounting experience with an emphasis in tax. - Proven leadership skills with an interest in advancement toward Partner level. - Solid technical tax knowledge with strong analytical and problem-solving ability. - Excellent interpersonal, written, and verbal communication skills. Benefits Our clients typically provide: - Flexible work options (remote, hybrid, or in-office, depending on the firm). - Competitive pay with clear career progression opportunities. - Comprehensive benefits packages (health, dental, retirement savings). - Generous paid time off. - Partner-track opportunities for ambitious CPAs.

This is a remote position. About White Tiger Connections We partner with small to mid-sized CPA firms across the US that are embracing the future of public accounting through flexible, technology-enabled work models. These firms are people-first, relationship-driven, and committed to developing meaningful career paths for CPAs with leadership potential. They rely on us to connect them with Tax Seniors who value professional growth, balance, and flexibility. Role Overview As a Tax Senior, you’ll bring strong technical skills, growing leadership ability, and a client service mindset to firms that prioritize both career advancement and quality of life. In this role, you’ll take ownership of tax engagements, support and review staff-level work, and contribute to delivering excellent client service in a modern, collaborative environment. Key Responsibilities - Prepare and review complex tax compliance engagements for individuals and businesses. - Assist with tax planning and advisory projects in collaboration with firm leadership. - Provide guidance and training to staff accountants, offering constructive feedback and support. - Ensure accuracy and compliance with professional standards and evolving tax laws. - Use technology to streamline workflows and collaborate effectively with clients and colleagues. - Contribute to maintaining strong client relationships through proactive communication and service. Requirements - CPA license required - Bachelor’s degree in Accounting - 2+ years of recent public accounting experience with a focus on tax. - Demonstrated ability to take initiative and manage projects independently. - Solid technical tax knowledge with strong analytical and problem-solving skills. - Effective written and verbal communication abilities. Benefits Our clients typically provide: - Flexible work arrangements (remote, hybrid, or in-office, depending on the firm). - Competitive compensation with clear paths for advancement. - Comprehensive benefits (health, dental, retirement savings). - Generous paid time off. - Long-term career growth opportunities, with potential for advancement into Supervisor and beyond.

This is a remote position. About White Tiger Connections We work with small to medium-sized CPA firms across the US that are adapting to the future of public accounting with flexible, technology-enabled work environments. These firms are relationship-driven, people-first, and focused on providing meaningful career trajectories for leadership-minded CPAs. They partner with us to proactively identify Tax Managers who value flexibility, long-term growth, and balance. Role Overview As a Tax Manager, you will bring technical expertise, leadership potential, and client service excellence to firms that prioritize both professional growth and personal quality of life. You’ll oversee tax engagements, mentor junior professionals, and contribute to delivering high-quality client service in a modern, flexible environment. Key Responsibilities - Lead and review tax compliance and advisory engagements for individuals and businesses. - Collaborate with firm leadership on client service strategy and tax planning initiatives. - Supervise and mentor staff accountants, providing coaching and review feedback. - Ensure compliance with professional standards and evolving tax regulations. - Leverage technology to collaborate effectively with clients and team members, regardless of location. - Maintain strong client relationships through proactive communication and support. Requirements - CPA license required. - Bachelor’s degree in Accounting or related field (Master’s in Taxation preferred). - 3+ years of recent public accounting experience with tax-focused responsibilities. - Proven leadership ability with interest in career progression to Partner level. - Strong technical tax knowledge and analytical skills. - Excellent written and verbal communication abilities. Benefits Our clients typically offer: - Flexible work arrangements (remote, hybrid, or in-office, depending on the firm). - Competitive compensation with career advancement opportunities. - Comprehensive benefits (health, dental, retirement savings). - Generous PTO. - Partner-track potential for leadership-minded CPAs.

This is a remote position. About the Opportunity White Tiger Connections works with leading Registered Investment Advisors (RIAs) and broker-dealers that are expanding their service offerings into comprehensive estate planning and tax compliance. We are supporting multiple firms across our client network—ranging from approximately $500M to $10B in assets under management—that are seeking to establish or scale an in-house estate planning function. This is a founding-level opportunity designed for a highly experienced estate planning professional who is ready to build, lead, and own a core advisory vertical within a growing financial services platform. The role includes a conservative base salary, an aggressive performance-based bonus structure, and meaningful equity participation. About the Role As the Founding Estate Planning Partner, you will work closely with firm leadership to design and lead estate planning and tax-compliance services integrated into the firm’s broader wealth management offering. You will serve as the subject-matter expert, relationship lead, and long-term owner of this practice area. This role is ideal for a senior estate planning professional seeking true partnership, autonomy, and long-term upside within an established financial organization. Key Responsibilities - Lead the development and execution of estate planning and tax-compliance services within an RIA or broker-dealer platform - Advise high-net-worth and ultra-high-net-worth clients on complex estate planning strategies - Collaborate with wealth advisors, tax professionals, and firm leadership to deliver integrated client solution - Establish best practices, workflows, and compliance standards for estate planning services - Serve as the senior client-facing authority for estate planning engagements - Recruit, mentor, and manage additional estate planning or tax professionals as the practice scales - Drive growth and adoption of estate planning services across the firm’s existing client base Requirements - Juris Doctor (JD) required - Minimum of 12 years of experience in estate planning, trust and estate law, and related tax matters - Extensive experience advising high-net-worth clients - Strong leadership presence with the ability to build and lead a practice area - Entrepreneurial mindset and readiness to operate as a founding partner - High degree of professionalism, discretion, and client trust - Preferred Credentials: CFP, Series licenses, MBA, CPA, and other relevant professional certifications Benefits Compensation & Partnership Structure The role includes a conservative base salary, a highly performance-driven bonus structure, and meaningful equity participation tied to the growth, adoption, and long-term success of the estate planning practice within the broader platform. Next Steps If you are interested in building and leading an estate planning practice within a high-growth financial services platform, please apply and submit your resume.