Job Description
Join our elite tax team at Apex Financial Advisors, where precision meets innovation. We're seeking a Senior Tax Manager to lead complex tax planning initiatives for high-net-worth clients and multinational corporations. In this pivotal role, you'll shape tax strategies that drive growth while ensuring full compliance with evolving regulations. Our collaborative environment values strategic thinking and technical excellence, offering unparalleled opportunities for professional development in the heart of NYC's financial district.
Responsibilities
- Design and implement tax optimization strategies for corporate and individual clients
- Lead tax due diligence processes for M&A transactions and restructurings
- Manage IRS and state tax authority audits with zero material adjustments
- Mentor junior tax professionals and conduct technical training sessions
- Develop tax technology solutions to automate compliance workflows
- Stay current on tax legislation changes and advise clients on implications
- Prepare complex tax returns and supporting documentation
Qualifications
- CPA license with 7+ years in public accounting or corporate tax
- Master's degree in Taxation or equivalent experience
- Expertise in federal, state, and international tax codes
- Proven track record with tax controversy and IRS negotiations
- Advanced proficiency in tax software (e.g., ProSystem fx, OnePoint)
- Strong analytical skills with attention to detail
- Excellent presentation skills for client and stakeholder communications
- JD degree or LLM in Taxation preferred