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Apollo Global

Invests client and insurance money in private credit

Tax Finance Professional

Tax AccountingConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • A four-year degree is required.
  • A Certified Public Accountant (CPA) credential is required.
  • Partnership and corporate tax return preparation experience is preferred.
  • Regulated Investment Company experience is preferred.
  • Experience with tax technology solutions, such as partnership tiering technology used by larger accounting firms, is required.
  • Experience with Alteryx, Power BI, Power Query, Power Automate, and other data visualization software is required.
  • The individual must collaborate and liaise effectively with colleagues and work independently.
  • Strong organizational and interpersonal skills are required.
  • The individual must be nimble and flexible in balancing multiple tasks simultaneously and able to take a task through to completion.

Responsibilities

  • Manage day-to-day administration of tax matters for an assigned platform.
  • Assist in developing relevant tax processes within the platform.
  • Manage external tax service providers to ensure accurate and timely delivery of tax compliance and reporting outputs.
  • Assist external tax service providers with preparing supporting schedules and workpapers, and review quarterly and annual investor reporting, including tax estimates, Schedules K-1/K-2, and tax returns.
  • Coordinate review and analysis of portfolio companies for multistate and international tax implications.
  • Conduct an initial review of the 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 information requests from groups across the organization, including investor relations, marketing, finance, and legal.
  • Review and assist in resolving U.S. federal, state, and local tax notices and audits.
  • Calculate and coordinate tax payments and refunds for U.S. federal, state, and foreign income tax reporting and withholding with finance teams.
  • Manage tracking of legal entities and maintain an annual tax calendar to ensure completion of relevant filings.
  • Prepare quarterly management tax reporting packages.
  • Assist in managing internal tax documentation.
  • Complete special projects and research assignments.

Desired Qualifications

  • A Master of Science in Taxation (MST) or Master of Business Administration (MBA) is a plus.

About the Company

Apollo Global

Invests client and insurance money in private credit

Apollo Global Management invests money for pension funds, insurers, wealthy individuals and its own retirement business, with most of its assets in private credit, meaning loans arranged directly with companies rather than bought on public markets. It also runs private equity and real estate funds, and its buyout teams have a long record of backing troubled or complex companies. Apollo owns Athene, a retirement insurer that sells annuities and gives the premiums to Apollo to invest, so the firm earns fees from clients plus the spread between Athene's investment returns and what it pays policyholders. Apollo was founded in 1990 and is based in New York.

Company size
5,001-10,000
Company stage
IPO
Headquarters
New York City, New York
Founded
1990

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