Managing Director, Tax

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

Managing Director, Tax
New York

Description

The Tax Managing Director (MD) is a senior leadership role responsible for managing and overseeing the tax practice at FTS. As a key member of the Apex management team, the MD ensures compliance with U.S. federal and state tax laws while leading a team of tax professionals to deliver high-quality tax services. This role includes reviewing and signing off on tax workpapers and returns prepared by tax seniors and managers. Additionally, the MD is accountable for the tax practice's P&L and will collaborate on administrative functions related to managing the legal entity of FTS

Job specification

• Oversee and sign-off on federal, state, and local income tax returns for partnerships, corporations, individuals, and trusts.
• Provide expertise in private equity and hedge fund tax strategies.
• Manage and review calculations of taxable income, carried interest, and partner tax allocations.
• Ensure compliance with all tax regulations and timely filing of tax returns.
• Lead, mentor, and supervise a team of tax professionals.
• Communicate effectively across all levels of the organization, including written, verbal, and visual presentations.
• Collaborate with senior leadership to manage team workload and drive the growth of the offshore team.
• Ensure accurate and timely reporting of client deliverables.
• Provide expertise in U.S. international tax issues and reporting requirements.
• Utilize tax software and technology, including Microsoft Excel, Word, SharePoint, Teams, and GoSystem Tax RS.
• Stay up to date with federal, state, and local tax laws to ensure compliance and best practices.

Skills Required:

• Bachelor’s degree required; Master’s degree in Accounting, Taxation, or a related field preferred.
• Active U.S. CPA or IRS Enrolled Agent is required.
• Minimum 20 years of experience in public accounting or a related field, specializing in private equity and hedge fund tax accounting, including partnership tax accounting, tax allocations, and incentive allocations.
• Must hold a valid Preparer Tax Identification Number (PTIN) or be willing to obtain/renew it before joining Apex.
• Ability to maintain an active firm EFIN with the IRS.

We pride ourselves in our commitment to fostering a connected and inclusive culture, all our opportunities at Apex have five (5) days in office requirement.

Salary ranges from USD $325,00 – 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.

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Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.