Job Description
Join our elite tax advisory team at Apex Financial Group, a premier financial services firm in Manhattan. We're seeking a dynamic Senior Tax Manager to lead complex tax planning initiatives for high-net-worth clients and corporate entities. This pivotal role combines technical expertise with client relationship management in a fast-paced, intellectually stimulating environment.
Responsibilities
- Design and implement comprehensive tax strategies for multinational corporations and affluent individuals
- Lead federal, state, and international tax compliance initiatives
- Manage IRS audits and state tax authority examinations
- Develop M&A tax due diligence reports and transaction structuring advice
- Mentor junior tax professionals and supervise tax preparation workflows
- Research emerging tax legislation and advise on regulatory changes
- Collaborate with investment banking and wealth management divisions
Qualifications
- CPA certification required (active license)
- 7+ years of progressive tax experience in public accounting or corporate tax
- Expertise in international tax, transfer pricing, and state tax compliance
- Advanced proficiency in tax software (e.g., CCH, Thomson Reuters)
- JD or MST degree preferred
- Proven track record of managing complex tax projects
- Exceptional communication and presentation skills
- Experience with SaaS or fintech tax frameworks