Tax Director

Apex Group; 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 in New York is seeking a Tax Managing Director to lead and expand the U.S. Financial Services Tax Practice, serving as a senior leader responsible for growth, client management, and strategic tax advisory.

The ideal candidate has deep expertise in alternative investment fund taxation, fund structuring, international tax matters, and investor tax planning, with a proven ability to build client relationships and grow a professional services practice.

Qualifications

• 12+ years of progressive tax experience in public accounting, financial services, consulting, fund administration, or a law firm environment.
• Active CPA license required and JD preferred.
• Deep expertise in partnership taxation, alternative investment funds, international tax reporting, state and local taxation, fund structuring, investor tax planning, and foreign investor withholding regimes.
• Demonstrated success developing client relationships, generating new business, and managing large engagement teams and client portfolios.
• Proven ability to advise clients on complex domestic and cross-border tax matters while driving practice growth.

Responsibilities

• 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.
• Tax Advisory, Structuring & Technical Leadership
• 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.
• Provide technical leadership on partnership taxation, Subchapter K planning, fund formation and restructuring transactions, carried interest arrangements, domestic and cross-border investment structures, foreign investor planning, ECI blocker structures, REIT structures, continuation vehicles, and secondary transactions.
• Oversee complex tax matters involving international tax reporting, withholding tax compliance, FATCA, Chapter 3 and Chapter 4 requirements, Forms 1042, 1042-S and 1042-T, section 1446 and 1446(f) withholding (Forms 8804, 8805, 8813 and 8288/8288-A), Schedules K-2 and K-3, PFIC and CFC reporting (Forms 8621, 5471,8865 and 926), W-8BEN, W-8BEN-E, W-8IMY and W-8ECI documentation programs (collection, validation, expiration tracking and remediation), state and local tax compliance, nexus analysis, and multi-state fund reporting.
• Represent clients in IRS and state examinations, respond to notices, and manage remediation where withholding or documentation failures are identified.
• Serve as the lead relationship executive and trusted advisor for strategic clients, including fund sponsors, CFOs, tax directors, controllers, and legal counsel.
• Oversee significant client portfolios and engagement teams while ensuring exceptional client service, technical quality, and project delivery.
• Mentor and develop Senior Managers, Managers, Seniors, and Associates, supporting recruiting, retention, succession planning, and the development of future technical and business leaders.

Skills

Tax advisory

Public accounting

Client management

Partnership taxation

International tax

Fund taxation

Cross-border tax

Leadership

Business development

Education

CPA license

JD preferred

Job description

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Description

Apex is seeking a Tax Managing Director (Corporate Title as Director) to help lead and expand our U.S. Financial Services Tax Practice. This individual will serve as a senior leader responsible for practice growth, client relationship management, business development, technical excellence, and strategic tax advisory services.

The ideal candidate will bring deep expertise in alternative investment fund taxation, fund structuring, international tax matters, and investor tax planning, along with a proven ability to build client relationships, develop talent, and grow a professional services practice.

Job Specifications:

• 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.
• Tax Advisory, Structuring & Technical Leadership
• 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.
• Provide technical leadership on partnership taxation, Subchapter K planning, fund formation and restructuring transactions, carried interest arrangements, domestic and cross-border investment structures, foreign investor planning, ECI blocker structures, REIT structures, continuation vehicles, and secondary transactions.
• Oversee complex tax matters involving international tax reporting, withholding tax compliance, FATCA, Chapter 3 and Chapter 4 requirements, Forms 1042, 1042-S and 1042-T, section 1446 and 1446(f) withholding (Forms 8804, 8805, 8813 and 8288/8288-A), Schedules K-2 and K-3, PFIC and CFC reporting (Forms 8621, 5471,8865 and 926), W-8BEN, W-8BEN-E, W-8IMY and W-8ECI documentation programs (collection, validation, expiration tracking and remediation), state and local tax compliance, nexus analysis, and multi-state fund reporting.
• Represent clients in IRS and state examinations, respond to notices, and manage remediation where withholding or documentation failures are identified.
• Serve as the lead relationship executive and trusted advisor for strategic clients, including fund sponsors, CFOs, tax directors, controllers, and legal counsel.
• Oversee significant client portfolios and engagement teams while ensuring exceptional client service, technical quality, and project delivery.
• Mentor and develop Senior Managers, Managers, Seniors, and Associates, supporting recruiting, retention, succession planning, and the development of future technical and business leaders.

Qualifications

Required

• 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, as distinct from a compliance-only background.
• Active CPA license required and JD preferred.
• Deep expertise in partnership taxation, alternative investment funds, international tax reporting, state and local taxation, fund structuring, investor tax planning, and foreign investor withholding regimes.
• Demonstrated success developing client relationships, generating new business, and managing large engagement teams and client portfolios.
• Proven ability to advise clients on complex domestic and cross-border tax matters while driving practice growth.

We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have four (4) days in office requirement.

Salary ranges from USD $250,000.00 – USD $350,000.00 plus additional discretionary yearly bonus based on corporate and individual's performance. Compensation within this range is dependent on individual's skills, experience and qualifications.