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.