White Tiger Connections Inc.

• Own the end-to-end tax function, including compliance, basic advisory, and IRS/state notice responses for individual and business clients • Serve as the firm's primary tax relationship manager — clients should feel they have a trusted tax advisor, not just a preparer • Collaborate closely with financial advisors and ownership to deliver a fully integrated client experience across planning and tax • Manage relationships with outside vendors for complex returns, ensuring seamless coordination and quality control • Build the internal infrastructure — processes, workflows, and standards — for a tax practice being stood up from the ground floor • Lead client meetings independently on all tax matters; step into any advisory conversation with confidence • Stay current on equity compensation taxation, including RSUs, PSUs, NQSOs, ISOs, and related planning considerations • Contribute meaningfully to leadership discussions as the practice scales; this person will be closely involved in decisions from early on • Mentor and develop junior staff as the team grows

• Manage an established book of individual and entity 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

• Provide operational and executive support to leadership, including contract/proposal coordination, scheduling, and special project support. • Reduce administrative burden on billable professionals and contribute to an exceptional client experience through organized, responsive execution. • Coordinate workflows across recurring accounting and advisory engagements to support timely, high-quality client delivery. • Improve processes, documentation, and effective use of the firm's technology stack and automation tools to increase efficiency, consistency, and team effectiveness. • Manage project flow, priorities, team capacity, and deadlines; identify bottlenecks and help keep work moving. • Support accountability and operating rhythms through workflow tracking, internal coordination, meetings, and follow-up. • Track and report key operational metrics, providing visibility into capacity, utilization, and delivery performance. • Help drive firm simplification, operational discipline and continuous improvement.

• Manage a portfolio of monthly bookkeeping and accounting clients (up to 15–20 at capacity over time). • Take each client engagement from start to finish on a monthly basis. • Perform full-cycle accounting, including transaction coding, bank and credit card reconciliations, and general ledger maintenance. • Prepare and post adjusting journal entries and support month-end close processes. • Prepare and finalize monthly financial statements. • Review work when applicable and ensure accuracy of account classifications and reporting. • Communicate with clients as needed to gather documentation and clarify transactions (initially limited client-facing responsibility). • Utilize QuickBooks Desktop and QuickBooks Online extensively as a power user.

• Ensure that all accountants across acquired firms are performing to standard — work is completed accurately, on time, and at the quality level clients expect • Actively monitor client responsiveness and delivery timelines across the portfolio • Assess the quality of CAS and tax work at the engagement level, with the ability to identify and address gaps directly • Lead the human side of firm integration — bringing staff through transitions in tools, processes, and operating models with clarity and buy-in • Build and manage onboarding and training programs that allow acquired staff to ramp quickly and perform consistently • Own the hiring and development of replacement or backfill talent as the portfolio grows • Drive process improvement across the practice — identifying inefficiencies, standardizing workflows, and maintaining operational performance through multiple concurrent acquisitions • Act as the primary diagnostic voice for the product team: your job isn't to select software — it's to identify the problems worth solving. • Own the feedback loop between the accounting practice and the product team — continuously translating field reality into product direction, and ensuring that what gets built actually gets adopted and used.

• Manage full-cycle tax review, signing, and client communication across a portfolio of individual and business engagements. • Serve as a primary point of contact for clients — including individuals, business owners, and those who are both — bringing emotional intelligence, proactive tax planning insight, 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. • Provide mentorship and serve as a technical resource for junior staff on complex tax and entity concepts, while maintaining an active workload of assigned engagements. • Collaborate with firm Partners on tax planning strategies, research on complex issues, and special advisory projects. • Stay current on federal, state, and local tax law developments and communicate relevant changes to clients and internal teams.

• 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

• Manage a portfolio of monthly bookkeeping clients (up to 15–20 at capacity over time). • Take each client engagement from start to finish on a monthly basis. • Perform full-cycle bookkeeping, including transaction coding, bank and credit card reconciliations, and general ledger maintenance. • Prepare and finalize monthly financial statements. • Review work and ensure accuracy of account classifications and reporting. • Communicate with clients to gather necessary documentation and clarify transactions (initially limited client-facing responsibility, with opportunity to grow into a more client-facing role over time). • Maintain organized and accurate financial records in compliance with firm standards and accounting best practices. • Utilize QuickBooks Desktop and QuickBooks Online extensively as a power user.