Tax Finance Associate

Position Overview

• Assist in management of external tax service providers to ensure accurate and timely delivery of tax compliance and reporting outputs.
  
• Preparation of supporting schedules to assist external accounting firms with the preparation of tax estimates, schedule K-1s, and tax returns (1065 and 1120).
  
• Analyze and review book-tax M1 adjustments, partnership agreements, and partners’ tax allocations, including tax waterfalls.
  
• Assist in review of quarterly and yearly tax estimates including annual K-1s and tax returns for the fund vehicles and GP carry vehicles.
  
• Coordinate and interact with external tax service providers to review and analyze portfolio Companies including (i) U.S. partnerships and corporations performing business in multiple states and foreign jurisdictions and (ii) passive foreign investment companies (PFICs) (8621) and controlled foreign corporations (CFCs) (5471)
  
• Assist with tax research and planning for acquisitions, dispositions, and reorganizations relating to foreign and domestic investments.
  
• Prepare foreign partner US tax withholding calculations (1042-S & 8805) prior to applicable distributions.
  
• Respond to requests for information between the various groups within the organization such as investor relations, marketing, finance, and legal.
  
• Review and assist in resolution of U.S. federal, state, and local tax notices.
  
• Assist in preparation of fund (partnership) level corporate provision calculations for financial statement reporting purposes.
  
• Calculate & coordinate tax payments/refunds for U.S. federal and state income tax reporting/withholding with finance teams.
  
• Tracking/scoping of legal entities and maintenance of annual tax calendar to ensure completion of all relevant filings.
  
• Preparation of various quarterly management reporting packages for the global platform.
  
• Assist in managing internal tax documentation.
  
• Special projects and research assignments.
  

Qualifications & Experience

• 5 to 7 years of experience in US Tax role at either Public Accounting (Big 4 preferred) or applicable private industry
  
• CPA or CA preferred. Else MBA Finance or graduate degree (e.g., MST) with entire experience in US taxation.
  
• Partnership and Corporate tax return preparation experience required with a focus on tax reporting/compliance for an asset management firm.
  
• Experience with tax technology solutions (e.g., partnership tiering technology used by the larger accounting firms).
  
• Individual must be collaborative to effectively team/liaise with colleagues as well as able to work independently.
  
• Excellent organizational skills and interpersonal skills is important.
  
• Role requires individual to be nimble and flexible to balance multiple tasks simultaneously and to have the ability to take on a task and “run with it” to conclusion.
  

Apollo provides equal employment opportunities regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, veteran status, gender/sex or sexual orientation, or any other criterion or circumstance protected by applicable law, ordinance, or regulation. The above criteria are intended to be used as a guide only - candidates who do not meet all the above criteria may still be considered if they are deemed to have relevant experience/ equivalent levels of skill or knowledge to fulfil the requirements of the role. Any job offer will be conditional upon and subject to satisfactory reference and background screening checks, all necessary corporate and regulatory approvals or certifications as required from time to time, and entering into definitive contractual documentation satisfactory to Apollo.