Managing Director, Tax Platform & Wealth Advisory (Remote)

Posted 2 days ago

white tiger connectionsSarasota (FL)

Personal Financial Advisors Offices of Certified Public Accountants

SENIORITY

Manager

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About the role

White Tiger Connections is seeking a highly experienced Managing Director to establish and lead a new tax division for a wealth management platform serving RIAs and their clients. You will build workflows, pricing models, and a growing team of tax professionals, acting as a trusted advisor to RIA teams and clients. The role requires CPA licensure and 7–10+ years of progressive tax experience in wealth management or serving high-net-worth clients.

Before you apply

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Your profile is current

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Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.