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About the Role

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.

Responsibilities

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.
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.

Requirements

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.

Skills

Tax advisory
Structuring
Partnership taxation
Subchapter K planning
Fund formation
Restructuring transactions
Carried interest arrangements
International tax reporting
Foreign investor planning
ECI blocker structures
REIT structures
Continuation vehicles
Secondary transactions
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
State and local tax compliance
Nexus analysis
Multi-state fund reporting
IRS and state examinations
Client relationship management
Business development
Team management

Work Type

4 days in office

Experience Level

12+ years of progressive tax experience

Education Level

CPA license
JD preferred

Salary/Compensations

USD $250,000.00 – USD $350,000.00 plus additional discretionary yearly bonus

About the Company

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
We pride ourselves in our commitment to fostering a connected and inclusive culture