Tax Director

About the role

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. Together, we're shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. - grit, results, empathy, accountability, and teamwork - with Apex. We're proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we've created. Here are just a few of the many awards we've recently received: Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn WealthTech of the Year 2025 - Presented by US FinTech Awards The World's Top 250 Fintech Companies 2024 - Presented by CNBC ABOUT THIS ROLE Apex is seeking a highly qualified Tax Director to serve as the primary tax resource. This person will own the full scope of tax compliance and reporting for a significant financial services entity, while partnering closely with the group-level Head of Tax on strategic planning, cross-entity matters, and key initiatives. The Director will be responsible for ensuring compliance with ASC 740, supporting tax planning efforts, contributing to M&A activity, and optimizing federal and state tax positions to achieve the company's financial objectives. The ideal candidate is a seasoned tax accountant who thrives as a hands-on owner of the compliance and reporting function, brings deep expertise in corporate and partnership taxation, and has the experience and judgment to operate independently on day-to-day tax matters while collaborating with the Head of Tax on strategic decisions. 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 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.
• Tax Strategy & Planning
• 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 across corporate and pass-through entities.
• Analyze the tax implications of new business initiatives, entity structuring decisions, intercompany transactions, and expansion into new jurisdictions, surfacing findings and recommendations to the Head of Tax.
• Monitor new tax laws, regulations, and proposed legislation, and collaborate with the Head of Tax to assess potential opportunities or risks for the business.
• 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, coordinating with internal stakeholders and external advisors to ensure effective execution.
• Assist with post-acquisition integration of acquired entities into the existing tax compliance and reporting 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 to ensure tax considerations are integrated into business decisions.
• Work closely with the Head of Tax on cro

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