Job Description
Apex Tax Advisory Group is seeking a highly motivated and detail-oriented Senior Tax Accountant to join our elite finance team in the heart of New York City. We specialize in providing comprehensive tax solutions for high-net-worth individuals and multinational corporations. In this role, you will lead complex tax projects, mentor junior staff, and drive strategic tax planning initiatives that optimize client financial outcomes.
We offer a competitive compensation package, a collaborative culture, and opportunities for continuous professional growth in a dynamic environment.
Responsibilities
- Prepare and review complex federal, state, and local tax returns for individuals and corporations, ensuring full compliance with current regulations.
- Conduct tax research and analysis to identify new opportunities for tax savings and ensure adherence to changing tax laws.
- Manage client relationships by providing exceptional service, addressing inquiries, and delivering tax projections and planning strategies.
- Oversee the tax department workflow, including assigning tasks to junior staff and conducting quality control reviews of all deliverables.
- Assist in internal audits and financial statement preparation as required by regulatory bodies.
- Develop and implement tax strategies that align with the company's growth objectives and client financial goals.
Qualifications
- Education: Bachelor’s degree in Accounting, Finance, or a related field (Master’s degree preferred).
- Certification: Active CPA or EA (Enrolled Agent) license is required.
- Experience: Minimum of 5-7 years of progressive experience in corporate and individual taxation.
- Technical Skills: Proficiency in major tax software (e.g., UltraTax, Drake, CCH ProSystem fx) and advanced Excel skills.
- Communication: Excellent verbal and written communication skills with the ability to explain complex tax concepts to clients and stakeholders.
- Soft Skills: Strong analytical skills, attention to detail, and the ability to work under tight deadlines in a fast-paced environment.