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Apex Group Ltd · 19 hours ago

Managing Director, Tax

New York, NY

Full-time

Onsite

Director/Executive

$325K/yr - $350K/yr

20+ years exp

Apex Group Ltd is one of the world’s largest fund administration and middle office solutions providers. The Managing Director, Tax is responsible for overseeing the tax practice, ensuring compliance with U.S. tax laws, and leading a team of tax professionals to deliver high-quality services.

Financial Services

Responsibilities

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

Qualification

U.S. CPAPrivate equity tax strategiesHedge fund tax accountingTax software proficiencyMaster’s in AccountingCompliance knowledgeTeam leadershipEffective communication

Required

Bachelor's degree required

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

Preferred

Master's degree in Accounting, Taxation, or a related field preferred

Benefits

Additional discretionary yearly bonus based on corporate and individual's performance

Company

Apex Group Ltd

Glassdoor3.8

We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world.

Founded in 2003

Hamilton, P.O. Box 2460 HMJX, BM

10001+ employees