Head of Tax

FundRock LIS S.A. is a successful third-party UCITS management company and AIFM headquartered in Luxembourg and with an office in Dublin, delivering fund solutions to renowned investment managers and fund initiators.

Founded in 2011, we focus on private equity, real estate, infrastructure and debt asset classes. Today we are the leading third-party AIFM in the private funds space.

In September 2022, our company was acquired by Apex Group. Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider. With over 13,000 employees globally, Apex Group provides services into 50 jurisdictions delivering an expansive range of services to asset managers, financial institutions, private clients, and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of services in the industry; including fund raising solutions, fund administration, digital onboarding and bank accounts, depositary, custody, super ManCo, corporate services and a pioneering ESG and sustainability services. Apex Group’s purpose is to be more than just a financial services provider and is committed to driving positive change to address three core areas; the environment and climate change, women’s empowerment and economic independence, education and social mobility.

Role Overview

We are seeking an experienced and commercially minded Head of Tax to lead the tax function supporting our Management Company business across Luxembourg fund structures, including UCITS, AIFs and alternative investment strategies. This is a senior leadership role responsible for tax governance, oversight, compliance, advisory support and transformation of the tax operating model.

The successful candidate will act as the primary point person for complex tax matters, provide technical leadership to the tax team, and work closely with portfolio management teams, conducting officers, fund managers, clients, external advisors, administrators and internal stakeholders to ensure robust tax risk management, high-quality client service and scalable delivery of tax support across the ManCo platform.

Key Responsibilities

• Lead, mentor and develop a team of tax professionals, fostering a high-performance, collaborative and client-focused culture.

• Define, review and implement the target operating model for efficient, scalable and well-controlled tax services across the ManCo platform.

• Act as the primary point of contact and escalation lead for tax matters affecting funds, clients, portfolio assets and internal stakeholders.

• Provide technical guidance on Luxembourg and cross-border tax matters impacting investment funds, fund regimes, investors and underlying portfolio structures.

• Support portfolio management teams, fund managers and client-facing teams during fund launches, onboarding of new assets, subscriptions, restructurings and other strategic initiatives.

• Oversee and coordinate annual tax return preparation, tax reporting and other tax compliance obligations with external tax advisors, administrators and service providers.

• Manage client, fund manager and internal stakeholder expectations on tax-related matters, providing clear, practical and commercially balanced advice.

• Ensure timely completion of tax compliance obligations and maintain appropriate oversight of tax deliverables, controls, service providers and regulatory requirements.

• Oversee VAT, corporate income tax, net wealth tax, withholding tax and other relevant fund and entity-level tax matters.

• Identify tax risks, governance gaps and process improvements, ensuring appropriate escalation, remediation and continuous improvement.

• Ensure effective allocation and utilisation of resources within the tax team, balancing technical quality, operational efficiency and business priorities.

• Build strong relationships with clients, advisors, service providers and internal stakeholders, acting as a trusted senior tax partner to the business.

• Lead tax transformation initiatives, including workflow redesign, automation, data quality improvements and AI-enabled solutions to enhance control, scalability and client service.

• Review and implement workflows and AI-enabled solutions to improve efficiency, governance and scalability.

Requirements

• Qualified tax professional with a minimum of 10 years of relevant experience, ideally within asset management, fund administration, a ManCo, Big Four or another international financial services environment; Expert-Comptable qualification would be an advantage.

• Strong knowledge of Luxembourg fund regimes and the Luxembourg and German tax environment; broader international tax knowledge would be an advantage.

• Solid experience with VAT, corporate income tax, net wealth tax, withholding tax, tax reporting and fund-related tax compliance matters.

• Proven leadership and people management experience, with the ability to develop talent and lead through change.

• Ability to analyse complex tax matters and translate technical considerations into practical, risk-aware and commercially balanced recommendations.

• Strong governance mindset, attention to detail, accuracy and organisational discipline.

• Excellent stakeholder management, communication and influencing skills, with the confidence to engage with senior management, clients, boards, advisors and service providers.

• Demonstrated ability to drive transformation, including process optimisation, tax technology, workflow tools, data management and AI-enabled solutions.

• Strong knowledge of tax-related software and digital transformation initiatives.

• Fluent in English; French, German or other European languages would be considered an asset.

• Strong IT skills, including MS Office and other relevant tax, fund administration, data and workflow technology tools.

Key Attributes

• Strategic, hands-on and able to operate effectively in a fast-paced ManCo environment.

• Strong risk awareness and ability to balance regulatory, client, operational and commercial considerations.

• Collaborative leadership style with the ability to simplify complexity and build trust across functions.

• Continuous improvement mindset with a focus on scalable service delivery, control and innovation.

This is an excellent opportunity for a senior tax professional to lead a strategic function within a growing international financial services organisation, strengthen tax governance across the ManCo platform and contribute to the continued development of Apex Group’s tax and fund services offering.

Please note that a background check will be conducted as part of the hiring process once a job offer has been made. In accordance with the provisions of the Luxembourg law of 23 July 2016 amending the law of 29 March 2013, candidates may be required to provide an extract from their criminal record. This document, issued by the authorities, must not be older than three months. Such a document will be requested with the aim of carrying out a character check on candidates, bearing in mind the area of activity of our establishment and, more particularly, the tasks described in the job description.

As a vital team member and in return for your expertise, inclusive approach and commitment, we'll provide a favourable salary and the chance to join a passionate and welcoming team. Benefits As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.

Disclaimer: Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.