This is a remote position. About the Firm We are representing a wealth management firm that offers investment management and financial planning to high-net-worth individuals and families rooted in Southern California, with relationships that also extend nationally. The firm is now standing up a separate affiliated tax entity so clients get seamless planning and compliance under one roof. They're looking for a Tax Director to lead that firm and grow it into a full-service tax offering for their clients. About the Role The firm is launching an affiliated tax practice and looking for a Tax Director to come in to lead it. You will work closely with advisors on personal and business returns, run client-facing tax planning meetings, take over production over time, and help modernize the practice. Key Responsibilities Lead the new tax firm and set the vision for how it serves clients and grows. Manage and mentor the tax team with a collaborative, diplomatic approach. Build and own client relationships, and take over tax planning conversations from the wealth management team. Pick and set up the firm's tax software, workflows, and client service model. Work with the wealth management firm on pricing strategy, including minimum fees, engagement packages, and value-based or subscription billing. Build the infrastructure and processes to scale, including when to hire and how to integrate with the wealth management side. Serve wealth management clients' tax needs, and bring new clients in through the tax firm. Stay hands-on with tax preparation and review, especially in the early stages. Requirements Active CPA license required. 8+ years of tax experience, with a strong individual (1040) background and high-net-worth clients preferred. Experience managing and developing a team, and the ability to lead through change with a diplomatic touch. Experience with practice operations such as software, workflows, pricing, and client service. Comfortable being both a leader and a hands-on preparer and reviewer. An entrepreneurial, builder's mindset, with an interest in growing a practice instead of following a traditional partner track. Wealth management, RIA, or family office experience is a plus. Benefits Base salary: $175,000 to $240,000 depending on experience Bonus structure to be discussed based on candidate profile and experience Potential for profit sharing and equity participation as the tax practice matures
At White Tiger Connections, we believe that growth isn’t just about numbers; instead, it’s about vision, strategy, and connections that truly count. Our focus on the accounting industry isn’t incidental—it’s entirely intentional. As a result, we’re a team dedicated to helping firms achieve meaningful growth, whether through mergers, acquisitions, strategic partnerships, or carefully placed talent. Ultimately, our approach isn’t about checking boxes; it’s about understanding the unique dynamics of each firm we work with and crafting solutions that propel them forward.
OUR MISSION
Our mission is to make powerful connections that propel accounting firms toward lasting success. We connect buyers, sellers, and partners with strategies that aren’t just transactional but transformative. Whether you’re growing through acquisition, looking to expand your capabilities, or planning for succession, we provide tailored solutions that create real value for your firm and your clients.
WHAT WE DO
White Tiger Connections focuses on three core areas: Mergers & Acquisitions, Consulting, and Recruiting. We work alongside you at every step, from identifying strategic opportunities to securing the right talent and guiding growth decisions. Our approach combines industry insight with hands-on support, ensuring that each decision aligns with your firm’s goals and sets you up for sustainable success.
