Position Overview

ABOUT APOLLO

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes.

OUR PURPOSE AND CORE VALUES

Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:

The leading provider of retirement income solutions to institutions, companies, and individuals.

The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.

A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, accelerating the adoption of new technologies, and social impact – where innovative approaches to investing can make a positive difference.

We are building a unique firm of extraordinary colleagues who:

Outperform expectations

Challenge Convention

Champion Opportunity

Lead responsibly

Drive collaboration

As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.

OUR BENEFITS

Apollo relies on its people to keep it a leader in alternative investment management, and the firm’s benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits.

 POSITION OVERVIEW:
At Apollo, we work as one team, partnering across regions and disciplines to share the perspectives and insights that lead us to uncommon opportunities. Our fast-growing international business has total assets under management of over $630 billion, with a team of over 2,700 professionals located in 16 offices around the world.
Apollo’s 50+ person tax team is currently split between the United States, United Kingdom, Hong Kong and India, and collectively covers all aspects of taxation covering matters pertaining to Apollo’s group structure, funds, investments, employees and partners.
This role is for Tax Associate and will focus on supporting Apollo in meeting obligations related to onboarding new investors and managing tax information for existing investors. Additionally, this role will coordinate with Tax Ops leadership and various business segments to design and execute processes and systems to support investor-level data management, form expiration and management, application of withholding, and tax documentation management.
The position offers excellent opportunities for tax and technology integration, coordination across internal and external stakeholders’ teams, and hands-on experience across a broad array of Private Equity, Credit, and Real Estate operations for the right candidate.

PRIMARY RESPONSIBILITIES:

The individual will be expected to have strong data management and capabilities, to include identification of key data points across a variety of inputs (IRS tax forms and investor materials), checking and inputting of data into relevant internal systems, identification of exceptions/issues, overall data governance and coordination with stakeholders to remediate issues.
Demonstrate an ability to respond to a variety of tax challenges, think critically about existing procedures and identify ways to improve via process enhancements and technology solutions, support the organization of firm-wide data and documents. Work across a myriad of teams, both external and internal.
• Support the onboarding of new investors and interact with investor services/tax team members to resolve issues.
• Perform regular data quality checks and identify issues and remediate with priority.
• Enhance internal processes to manage investor onboarding functions and manage changes to the investor population’s tax dataset.
• Follow a defined manual workflow to capture key data points in a centralized repository across a variety of tax and legal documentation.
• Should be familiar with US tax data requirements, to include reportable information required to be included for Schedules K-1, 1065, 1042, 1042-S.
• Analyze and Identify data issues and work with relevant tax team members to resolve.
• Support project management reporting for leadership and key stakeholders
• Coordinate internally with Apollo Tax Ops and relevant business tax teams to deliver accurate tax information.
• Work across Apollo Tax Ops to integrate into a variety of functions, to include Fund Launches, Tax Data Management, Investor Onboarding, IRS Chapter 3, and Chapter 4 reporting and withholding.
• Comfort working in a small team environment as well as be independently able to identify, prioritize, and execute on tasks.
 

Qualifications & Experience

• Minimum of 5 years’ experience working at either an accounting firm, multinational bank, or multinational asset/fund manager with focus on Investor Onboarding, U.S. Tax Compliance, Reporting, and/or Withholding
• MBA Finance or any other master’s degree and above.
• Advanced organizational and verbal and written communication skills
• Understanding of Chapters 3 and 4 of the IRC
• Familiarity with US tax filings is highly desirable but not required.\
• Fundamental understanding of the technical rules and compliance responsibilities of Chapters 3 and 4 of the IRC, particularly IRS Withholding Certificates (Forms W-9 and W-8)
• Familiarity with accountholder/investor onboarding
• Experience with data management
• Experience with Process Definition, Design, and Execution
• Experience with business requirements definition for technology build.
• Excellent communication skills, particularly when engaging with external parties.
• Experience using Alteryx and Salesforce would be added advantage.

Apollo provides equal employment opportunities regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, veteran status, gender/sex or sexual orientation, or any other criterion or circumstance protected by applicable law, ordinance, or regulation. The above criteria are intended to be used as a guide only – candidates who do not meet all the above criteria may still be considered if they are deemed to have relevant experience/ equivalent levels of skill or knowledge to fulfil the requirements of the role. Any job offer will be conditional upon and subject to satisfactory reference and background screening checks, all necessary corporate and regulatory approvals or certifications as required from time to time, and entering into definitive contractual documentation satisfactory to Apollo.