Tax Specialist

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.

Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion.

That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.

Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities.

For our business, for clients, and for you

Job Summary:

The role is responsible for managing the hedge fund tax compliance. This role involves overseeing tax reporting and ensuring compliance with U.S. federal and state tax laws. You will be leading a team of tax professionals, providing guidance and support to ensure the delivery of high-quality tax services. Duties will include reviewing workpapers and reports prepared by tax staff/seniors and providing additional tax-related information requested by clients.

Required Skills:

• Oversee the preparation and review of federal, state, and local income tax returns for partnerships.
• Proficient in hedge fund strategies, including long/short equity, etc.
• Proficient with various hedge fund structures (master-feeder, mini-master, fund-of-funds).
• Proficient with financial services taxation, including wash sales, QDI, PFIC reporting, Section 1256 contracts, NPCs, Section 988, constructive sales and straddles.
• Proficient in reviewing aggregate tax allocations.
• Supervise calculation of taxable income and partner tax allocations.

• Ensure compliance with all tax regulations and timely filing of tax returns.
• Supervise and mentor a team of tax professionals.
• Perform detailed technical review of work from junior staff for accuracy and completeness.
• Ability to communicate appropriately at all levels of the organization; this includes written and verbal communications as well as visualizations.
• Ability to lead teams and be a team player that has a proven record of working effectively at senior levels of an organization with the ability to influence others to move toward consensus.
• Ability to coach, train and mentor staff.
• Ability to collaborate with leadership in the management of the team workload.

• Ensure accurate and timely reporting of client deliverables.
• Proficient with U.S. international tax issues and reporting requirements.

• Proficient with using Microsoft products such as Excel, Word, Sharepoint, and Teams.
• Proficient with GoSystem Tax RS.
• Ability to multi-task and balance between competing client deliverable priorities.

• Maintain client confidentiality pertaining to the client, staff and the firm in general.
• Strong knowledge of United States federal, state, and local tax laws.

Qualifications:

• Bachelor’s degree in Accounting, Finance, Commerce or a related field.
• Post-graduate degree in finance/accounting/commerce/statistics or MBA is preferred.
• U.S. CPA or IRS Enrolled Agent qualification is preferable.
• Experience in public accounting with focus on hedge fund tax accounting concepts including partnership tax accounting, tax allocations, management and incentive allocations.
• A preparer tax identification number (PTIN) is required for tax returns. If you do not have a PTIN or if your PTIN is expired, you are requested to complete the new or renewal application process (as applicable) before joining Apex.

Working Conditions:

• This is a full-time position.
• Overtime hours are required during peak tax seasons.