Job Description
Join our elite tax team at Apex Global Advisors, a premier financial services firm in the heart of Manhattan. We're seeking a visionary Senior Tax Manager to drive complex tax strategies for high-net-worth clients and Fortune 500 companies. This role offers unparalleled exposure to international tax planning, M&A transactions, and compliance innovation. Enjoy competitive benefits, hybrid work flexibility, and continuous professional development in a collaborative, award-winning environment.
Responsibilities
- Lead end-to-end tax compliance, planning, and advisory services for corporate and individual clients
- Manage tax audits, IRS disputes, and state/local tax controversies
- Develop innovative tax strategies for cross-border transactions and restructuring initiatives
- Mentor junior tax professionals and oversee workflow delegation within a 12-person team
- Stay ahead of evolving tax legislation (e.g., SECURE Act, international tax reforms)
- Collaborate with investment banking and wealth management teams on integrated solutions
- Prepare complex tax returns, supporting documentation, and client-facing presentations
Qualifications
- CPA or MST certification with 8+ years in public accounting/corporate tax
- Expertise in federal, state, and international tax regulations (IRC, FATCA, BEPS)
- Proven experience with tax software (ProSystem fx, CCH Axcess) and ERP systems
- Strong background in M&D tax due diligence and post-merger integration
- Exceptional analytical skills with ability to translate complex tax concepts to clients
- Track record of leading tax audits and resolving high-stakes controversies
- Experience in financial services or real estate tax planning preferred