Tax Associate - Platforms

POSITION OVERVIEW: The Tax Associate will be responsible for various U.S. federal and state income tax matters pertaining to tax compliance and reporting for the Apollo Platforms segment. The Tax Associate will primarily work with the Platforms tax team, but also team with the Platforms Finance team and the broader Tax Finance group allowing the candidate to gain broad experience with respect to the taxation of various funds, equity, debt, and hybrid transactions.

PRIMARY RESPONSIBILITIES:

- Assist with day-to-day administration of all tax matters for Apollo Alts fund and other future funds to be determined.

- Assist in preparation of workpapers for partnership (1065) and corporate filings (1120).

- Assist in preparation and review of investor tax estimates.

- Assist in preparation and review of Schedules K-1/K-3, and tax returns.

- Assist in preparation and review of corporate tax provision calculations for financial statement reporting purposes.

- Coordinate with fund controllers to obtain necessary financial data.

- Calculate & coordinate tax payments/refunds for U.S. federal and state tax reporting.

- Review and assist in resolution of U.S. federal, state, and local tax notices.

- Liaise with external tax service providers on various tax matters

- Respond to requests for information between various groups within the organization such as investor relations, marketing, finance, and legal.

- Respond to investor requests/inquiries.

- Manage a tax calendar covering all deliverables, including estimated tax payments, partner withholding, extensions, etc.

QUALIFICATIONS AND EXPERIENCE: (Academic, Professional, Relevant Job Knowledge)

- 5 to 7 years of experience at either Public Accounting (Big 4 preferred or EisnerAmper) or applicable private industry (US Asset Managers/ Banks).

- CPA or CA preferred. MBA finance or graduate degree (e.g., MST) with enitre experience in US taxation. .

- Partnership (1065) and Corporate tax return (1120) preparation experience required.

- Experience in Private Equity/Real Estate/Credit industries.

- Experience with open-ended fund structures and/or fund of funds structures preferred.

- Experience with tax technology solutions (e.g., partnership tiering technology used by the larger accounting firms) preferred.

- Individual must be collaborative to effectively team/liaise with colleagues, management, and service providers, as well as able to work independently.

- Excellent organizational skills and interpersonal skills.