Tax Finance Professional

Apollo Management Holdings•New York City, NY

4d•$72,000 - $115,000

About The Position

At Apollo, we’re a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit and Real Estate, regions and industries, we’re known for our integrated businesses, our strong investment performance, our value-oriented philosophy – and our people. 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. This individual will also provide a range of key portfolio company statistics and fund level results to various groups at Apollo including Marketing, Legal, Financial Reporting, Controllers, Budgeting, and Investor Relations.

Requirements

4 year degree, CPA required, MST/MBA a plus
Relevant Work Experience
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

Nice To Haves

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, PoweBI, Power Query, Power Automate and other data visualization software

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