Job Description
Join our elite tax team at Apex Financial Services, where precision meets innovation. We're seeking a Senior Tax Manager to lead strategic tax initiatives for our diverse portfolio of high-net-worth clients and corporate entities. In this pivotal role, you'll navigate complex tax landscapes, optimize financial outcomes, and mentor junior tax professionals. Our collaborative environment combines cutting-edge technology with deep industry expertise to deliver exceptional client solutions.
Responsibilities
- Develop and implement comprehensive tax planning strategies to minimize liabilities while ensuring full compliance
- Lead federal, state, and international tax filings with meticulous attention to deadlines and accuracy
- Conduct in-depth tax research on emerging regulations and legislative changes
- Manage audit processes and resolve tax disputes with IRS and state authorities
- Advise clients on M&A transactions, restructuring, and cross-border tax implications
- Mentor junior tax professionals and foster continuous improvement in team capabilities
- Collaborate with investment and legal teams to integrate tax considerations into client strategies
Qualifications
- CPA license with 7+ years of progressive tax experience in public accounting or corporate tax
- Master's degree in Taxation or relevant advanced certification (e.g., EA, JD)
- Expertise in federal, state, and international tax codes with proven compliance track record
- Strong analytical skills with ability to interpret complex financial data and tax regulations
- Exceptional communication skills for presenting tax strategies to C-suite executives and clients
- Experience with tax software (e.g., ProSystem fx, CCH, Thomson Reuters)
- Track record of leading tax projects involving multi-jurisdictional entities
- Deep understanding of tax implications for alternative investments and private equity