Job description
Join Apex Tax Advisory Group, a premier tax consulting firm that partners with high-growth businesses and affluent individuals across the Northeast. This is a full-time, hybrid role based in New York City with competitive compensation and a clear path to leadership.
As a Senior Tax Consultant, you will apply deep knowledge of federal, state, and local tax regimes to deliver proactive tax planning, meticulous compliance, and strategic advisory services to our diverse client base.
We value technical excellence, client partnership, and a collaborative, outcomes-driven culture.
Responsibility
- Lead the preparation and review of complex federal and state income tax returns for corporations, partnerships, S corporations, and individuals.
- Design and implement tax planning strategies to minimize liabilities while maintaining full regulatory compliance.
- Perform thorough tax research on evolving rules (federal, state, local) and communicate implications to clients and internal teams.
- Collaborate with partners to provide tax due diligence for transactions, restructurings, and cross-border activity.
- Manage engagement timelines, budgets, and client communications to ensure high-quality deliverables on time.
- Mentor junior staff and cultivate a culture of technical excellence and continuous learning.
- Support clients with tax controversy and audit defense coordination when needed.
Qualification
- Bachelor's degree in Accounting or a related field; CPA or Enrolled Agent (EA) preferred.
- 5+ years of progressive tax consulting experience, ideally within public accounting or corporate tax departments.
- Deep knowledge of federal tax concepts and state/local tax regimes, including ASC 740 considerations.
- Strong analytical, research, and written communication skills with a client-centric approach.
- Proficiency with tax software and research tools (ONESOURCE, ProSystem fx/CS, CCH Axcess, TaxNotes).
- Experience leading projects, managing client relationships, and mentoring junior staff.
- Ability to work in a hybrid environment and travel as needed for client engagements.