Tax Finance Professional

About the role

Apollo is looking for a detail-oriented professional to join the Tax Finance Team. This position is part of the global team responsible for preparation, review, and reporting of tax matters and processes in line with schedules and compliance.

Responsibilities

• Manage day-to-day administration of tax matters for given platform
• Assist in developing relevant tax processes within platform
• Manage external tax service providers to ensure accurate and timely delivery of tax compliance and reporting outputs
• Assist external tax service providers with preparation of supporting schedules and workpapers and review of quarterly and annual investor reporting such as tax estimates, schedule K-1/K-2s, and tax returns
• Coordinate review and analysis of portfolio companies for multi-state and international tax implications
• Initial review of tax compliance process in coordination with third-party service providers
• Assist with investment-related tax research and planning
• Coordinate with fund controllers and other stakeholders across the firm to obtain necessary financial data
• 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 and audits
• Calculate & coordinate tax payments/refunds for U.S. federal, state and foreign income tax reporting/withholding with finance teams
• Manage tracking of legal entities and maintain annual tax calendar to ensure completion of all relevant filings
• Prepare various quarterly management tax reporting packages
• Assist in managing internal tax documentation
• Special projects and research assignments

Qualifications & Experience

• 4-year degree, CPA required, MST/MBA a plus
• Relevant Work Experience: Partnership and Corporate tax return preparation experience preferred
• Regulated Investment Company experience preferred
• Experience with tax technology solutions (e.g., partnership tiering technology used by the larger accounting firms)
• Experience with Alteryx, PowerBI, Power Query, Power Automate and other data visualization software
• Individual must be collaborative to effectively team/liaise with colleagues as well as able to work independently
• Excellent organizational and interpersonal skills
• 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

Pay

The base salary range for this position is $72,000-115,000. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.