Tax Director

Apex Fintech Solutions

Chicago, KSA

Full Time

Director

Hybrid

4 weeks ago

ASC 740Corporate TaxPartnership TaxationTax ComplianceTax PlanningM&A Tax

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ASC 740Corporate TaxPartnership Taxation

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Who We Are

Apex Fintech Solutions powers innovation and the future of digital wealth management by building tech forward solutions.
Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro.
We are changing how the securities industry operates by digitizing and democratizing systems.

Responsibilities

Own all aspects of federal, state, and international tax compliance, including the 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, ensuring accuracy and compliance with quarterly and annual reporting requirements.
Develop and maintain tax compliance processes and calendars to meet all filing deadlines, estimated payment obligations, and regulatory mandates.
Manage federal and state tax audits, including preparation of responses, coordination with taxing authorities, and resolution of open matters.
Work with the Head of Tax to develop and execute tax planning strategies that optimize the company’s tax structure, reduce risk, and maximize tax efficiencies.
Analyze the tax implications of new business initiatives, entity structuring decisions, intercompany transactions, and expansion into new jurisdictions.
Monitor new tax laws, regulations, and proposed legislation, and collaborate with the Head of Tax to assess potential opportunities or risks.
Own the cash tax forecast and coordinate with Finance and Treasury on estimated tax payments and overall tax cash flow planning.
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 and reporting infrastructure.
Leverage OneSource or similar tax technology platforms to streamline compliance and reporting activities.

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.
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.

Our Rewards

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match.
We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits.
We offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.