Managing Director, Tax Platform & Wealth Advisory (Remote)
white tiger connectionsSarasota, FL
Managing Director, Tax Platform & Wealth Advisory (Remote)
L7
white tiger connectionsSarasota, FLyesterday
Industries
Offices of Certified Public AccountantsPortfolio Management and Investment AdviceOther Management Consulting ServicesWhite 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.
Apply now
Level
ManagerL7
Location
Sarasota, FL
Occupation
Personal Financial Advisors
Industry
Offices of Certified Public Accountants
Posted
yesterday
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