Strategic Tax Managing Director — US Practice Lead

CO_AFSCLLC Apex Fund Services (Charlotte) LLC; New York (NY); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Four days in office

Job summary

Apex Group seeks a senior tax leader to define the strategic direction of its U.S. Tax Practice. The role drives operational excellence, technology adoption and talent development, partnering with firm leadership to expand market presence and client relationships.

You will oversee complex tax matters for private equity, real estate and other fund structures, and lead cross-border tax initiatives while mentoring senior staff and managing large engagements.

Qualifications

• 12+ years of progressive tax experience in public accounting, financial services, consulting, fund administration, or a law firm environment.
• Substantial client-facing tax consulting and advisory experience beyond compliance.
• Active CPA license required; JD preferred.

Responsibilities

• Help define and execute the strategic vision for the U.S. Tax Practice, driving operational excellence, service innovation, technology adoption, and talent development.
• Partner with firm leadership to expand market presence, strengthen client relationships, and achieve revenue and growth objectives.
• Lead business development initiatives, including client pursuits, proposals, presentations, industry networking, and cross-selling opportunities.
• Advise clients on tax-efficient structuring and operational matters involving private equity, venture capital, hedge, real estate, credit, infrastructure, fund-of-funds, co-investment vehicles, SPVs, and other alternative investment structures.

Skills

Tax leadership

Client relationships

Public accounting

Fund administration

International tax

Education

Active CPA license

JD preferred

Job description

Apex Group seeks a senior tax leader to define the strategic direction of its U.S. Tax Practice. The role drives operational excellence, technology adoption and talent development, partnering with firm leadership to expand market presence and client relationships.

You will oversee complex tax matters for private equity, real estate and other fund structures, and lead cross-border tax initiatives while mentoring senior staff and managing large engagements.