Practice Leadership & Growth
- 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.
Client & Team Leadership
- 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.
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.
