Job Description
Join Apex Financial Group, a leading wealth management firm, as our Senior Tax Manager. We're seeking a strategic tax expert to lead complex compliance initiatives and drive innovative tax planning solutions for high-net-worth clients. This role offers unparalleled growth opportunities in a dynamic, collaborative environment.
At Apex Financial Group, we pride ourselves on fostering a culture of excellence and continuous learning. You'll work alongside top-tier professionals in our state-of-the-art Manhattan headquarters, with access to cutting-edge tax technology and comprehensive professional development resources.
Responsibilities
- Lead federal, state, and international tax compliance initiatives for 100+ high-net-worth clients
- Develop sophisticated tax planning strategies optimizing wealth preservation and transfer
- Manage IRS/state tax audits and represent clients before regulatory authorities
- Oversee tax preparation for complex multi-jurisdictional entities and trusts
- Implement tax technology solutions to enhance operational efficiency
- Mentor junior tax professionals and conduct departmental training sessions
- Stay current on evolving tax legislation and regulatory changes
Qualifications
- CPA certification required (actively licensed in NY)
- 8+ years progressive tax experience in public accounting or private sector
- Advanced expertise in S-Corporation, partnership, and international taxation
- Proven track record managing IRS/state tax audits and controversies
- Proficiency in tax software (e.g., UltraTax, ProSystem fx, TaxAct)
- Strong analytical skills with ability to interpret complex tax regulations
- Exceptional client communication and presentation abilities
- Master's degree in Taxation or relevant field preferred