Tax Director
Apex Fintech Solutions, Chicago, IL, United States
Tax Director
About This Role Apex is seeking a highly qualified Tax Director to serve as the primary tax resource for a significant financial services entity. This person will own the full scope of tax compliance and reporting, while partnering closely with the group-level Head of Tax on strategic planning, cross‑entity matters, and key initiatives. The Director will ensure compliance with ASC 740, support tax planning efforts, contribute to M&A activity, and optimize federal and state tax positions to achieve the company’s financial objectives. This role is hybrid and can be based out of our Chicago office.
Responsibilities
Tax Compliance & Reporting : Own all aspects of federal, state, and international tax compliance, including preparation, review, and timely filing of corporate income tax returns, partnership returns, and related schedules. Prepare and review income tax provisions in accordance with ASC 740, develop and maintain tax compliance processes and calendars, and manage federal and state tax audits.
Tax Strategy & Planning : Work with the Head of Tax to develop and execute tax planning strategies that optimize the company’s tax structure. Analyze new business initiatives, entity structuring decisions, and expansion into new jurisdictions; monitor new tax laws and collaborate on opportunities or risks. Own the cash tax forecast and coordinate with Finance and Treasury on estimated tax payments and overall tax cash flow planning.
M&A Support : Support the tax workstream on M&A transactions, including structuring analysis, due diligence, and modeling of tax impacts; evaluate and mitigate tax risks related to acquisitions and mergers; assist with post‑acquisition integration of acquired entities into the existing tax compliance infrastructure.
Tax Technology & Process Optimization : Leverage OneSource or similar tax technology platforms to streamline compliance and reporting activities. Identify and implement process improvements, automation opportunities, and technology tools to improve efficiency, accuracy, and scalability of the tax function.
Cross‑Functional Collaboration & External Advisors : Serve as the primary point of contact for all tax matters within the entity, partnering with Accounting, Finance, Legal, and business teams. Work closely with the Head of Tax on cross‑entity matters, consolidated reporting, group‑wide tax initiatives, and overall tax strategy. Manage relationships with external tax advisors, co‑sourcers, and outside counsel, including scope, deliverable quality, and budget oversight.
Your Experience
Bachelor’s degree in Accounting, Finance, Taxation, or a related field; CPA and/or MST strongly preferred.
10+ years of progressive corporate tax experience, with a meaningful mix of public accounting and in‑house corporate roles.
Strong expertise in ASC 740, corporate federal and state income tax compliance, and tax planning.
Financial services or fintech industry experience strongly preferred.
Experience with partnership taxation and familiarity with the tax treatment of financial products (derivatives, options, securities lending) preferred.
Experience supporting M&A activity, including due diligence, structuring analysis, and post‑acquisition integration.
Working knowledge of tax software and technology tools; experience with OneSource highly preferred.
Demonstrated ability to work independently, manage competing priorities, and own the full tax function end‑to‑end with minimal day‑to‑day oversight.
Exceptional problem‑solving skills, strong attention to detail, and the ability to think beyond compliance to identify planning opportunities.
Excellent communication and interpersonal skills, with the ability to convey complex tax concepts to non‑tax professionals and effectively manage external advisor relationships.
Our Rewards We offer a robust package of employee perks and benefits, including medical, dental, and vision coverage, an employee assistance program, competitive paid time off, a 401(k) match, parental leave, and an HSA contribution match. Employees also receive a paid subscription to the Calm app and generous tuition reimbursement for external learning. Most roles are offered on a hybrid schedule, allowing flexibility to work from home and at one of our primary offices.
Salary Range $159,600 – $199,500 (annual base salary; compensation may vary by experience, location, and job‑related knowledge and skills).
EEO Statement Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability Statement Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form.
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About This Role Apex is seeking a highly qualified Tax Director to serve as the primary tax resource for a significant financial services entity. This person will own the full scope of tax compliance and reporting, while partnering closely with the group-level Head of Tax on strategic planning, cross‑entity matters, and key initiatives. The Director will ensure compliance with ASC 740, support tax planning efforts, contribute to M&A activity, and optimize federal and state tax positions to achieve the company’s financial objectives. This role is hybrid and can be based out of our Chicago office.
Responsibilities
Tax Compliance & Reporting : Own all aspects of federal, state, and international tax compliance, including preparation, review, and timely filing of corporate income tax returns, partnership returns, and related schedules. Prepare and review income tax provisions in accordance with ASC 740, develop and maintain tax compliance processes and calendars, and manage federal and state tax audits.
Tax Strategy & Planning : Work with the Head of Tax to develop and execute tax planning strategies that optimize the company’s tax structure. Analyze new business initiatives, entity structuring decisions, and expansion into new jurisdictions; monitor new tax laws and collaborate on opportunities or risks. Own the cash tax forecast and coordinate with Finance and Treasury on estimated tax payments and overall tax cash flow planning.
M&A Support : Support the tax workstream on M&A transactions, including structuring analysis, due diligence, and modeling of tax impacts; evaluate and mitigate tax risks related to acquisitions and mergers; assist with post‑acquisition integration of acquired entities into the existing tax compliance infrastructure.
Tax Technology & Process Optimization : Leverage OneSource or similar tax technology platforms to streamline compliance and reporting activities. Identify and implement process improvements, automation opportunities, and technology tools to improve efficiency, accuracy, and scalability of the tax function.
Cross‑Functional Collaboration & External Advisors : Serve as the primary point of contact for all tax matters within the entity, partnering with Accounting, Finance, Legal, and business teams. Work closely with the Head of Tax on cross‑entity matters, consolidated reporting, group‑wide tax initiatives, and overall tax strategy. Manage relationships with external tax advisors, co‑sourcers, and outside counsel, including scope, deliverable quality, and budget oversight.
Your Experience
Bachelor’s degree in Accounting, Finance, Taxation, or a related field; CPA and/or MST strongly preferred.
10+ years of progressive corporate tax experience, with a meaningful mix of public accounting and in‑house corporate roles.
Strong expertise in ASC 740, corporate federal and state income tax compliance, and tax planning.
Financial services or fintech industry experience strongly preferred.
Experience with partnership taxation and familiarity with the tax treatment of financial products (derivatives, options, securities lending) preferred.
Experience supporting M&A activity, including due diligence, structuring analysis, and post‑acquisition integration.
Working knowledge of tax software and technology tools; experience with OneSource highly preferred.
Demonstrated ability to work independently, manage competing priorities, and own the full tax function end‑to‑end with minimal day‑to‑day oversight.
Exceptional problem‑solving skills, strong attention to detail, and the ability to think beyond compliance to identify planning opportunities.
Excellent communication and interpersonal skills, with the ability to convey complex tax concepts to non‑tax professionals and effectively manage external advisor relationships.
Our Rewards We offer a robust package of employee perks and benefits, including medical, dental, and vision coverage, an employee assistance program, competitive paid time off, a 401(k) match, parental leave, and an HSA contribution match. Employees also receive a paid subscription to the Calm app and generous tuition reimbursement for external learning. Most roles are offered on a hybrid schedule, allowing flexibility to work from home and at one of our primary offices.
Salary Range $159,600 – $199,500 (annual base salary; compensation may vary by experience, location, and job‑related knowledge and skills).
EEO Statement Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability Statement Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form.
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