Job Description
Join our prestigious financial services firm as a Senior Tax Manager and lead transformative tax strategies for high-net-worth clients and Fortune 500 corporations. At Apex Financial Group, we're redefining tax excellence through innovation and client-centric solutions. This role offers unparalleled growth opportunities in a dynamic environment where your expertise directly shapes our industry-leading tax advisory services.
We're seeking a visionary tax professional who thrives in complex regulatory landscapes and possesses deep expertise in federal, state, and international tax codes. The ideal candidate will drive tax efficiency while ensuring full compliance, leveraging cutting-edge technology to deliver exceptional client outcomes.
Responsibilities
- Develop and implement comprehensive tax planning strategies for multinational corporations and high-net-worth individuals
- Lead tax compliance processes including federal, state, and international filings with 100% accuracy
- Manage complex M&A transactions including due diligence, structuring, and post-merger tax integration
- Direct a team of tax professionals while mentoring junior staff to enhance department capabilities
- Utilize tax software (e.g., ProSystem fx, CCH Axcess) for efficient data analysis and reporting
- Advise clients on emerging tax legislation including TCJA implications and IRS audit defense
- Collaborate with cross-functional teams to optimize tax positions across investment portfolios
Qualifications
- CPA certification with minimum 7 years of progressive tax experience in public accounting or corporate tax department
- Master's degree in Taxation, Accounting, or Finance (or equivalent experience)
- Deep expertise in federal, state, and international tax codes with demonstrated M&A transaction experience
- Proven leadership managing tax teams of 5+ professionals with strong mentoring abilities
- Advanced proficiency in tax software and data analytics tools
- JD degree or LLM in Taxation preferred for complex advisory roles
- Excellent communication skills with ability to translate complex tax concepts to diverse stakeholders