Tax Director Jobs in New York, NY

Position Summary

Apex is seeking a Tax Managing 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.

Key Responsibilities

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 is required.
• 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.

Job Type: Full-time

Pay: $250,000.00 - $450,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Health insurance
• Health savings account
• Life insurance
• Paid sick time
• Paid time off
• Vision insurance

Work Location: Hybrid remote in New York, NY 10022