Associate Director, Tax Reporting - Fixed Term Contract
Position Overview
This role is being offered on a Fixed Term Contract basis.
Apollo’s tax team collectively covers all aspects of taxation covering matters pertaining to Apollo’s group structure, funds, investments, employees and partners.
This role sits within Apollo’s International Tax function and will be responsible for assisting with tax compliance, advisory and structuring work relating to Apollo’s European and Asian management group business. The role will primarily cover direct tax, indirect tax and transfer pricing matters for Apollo’s companies and partnerships.
The international group tax team forms part of the International Tax function and works closely with senior management, US tax, regulatory, finance, technology and human capital teams in planning for change and growth in the business. The team, working closely with US tax colleagues, is responsible for compliance with current international tax requirements and providing insight and analysis with respect to implications of changes to tax law and policy on a global and domestic basis. The team also leads on tax structuring and operational matters relating to growth of the corporate business through acquisition or restructuring, covering all forms of taxation.
The professional will be required to keep up with international tax developments, such as the implementation of OECD rules at a multi-national and local basis, and changes at a domestic level in the jurisdictions in which Apollo has operations. The professional will be required to assist in assessing the potential implications of changes to such rules, model the impact and assist with the design and implementation of changes to policies and procedure required to ensure effective compliance with such changes.
The professional will develop a deep knowledge of Apollo’s management group business and funds products and use this knowledge to determine opportunities for improvement in Apollo’s tax return preparation processes through use of technology, standardized formats, training etc. with the aim of reducing the time and cost burden of compliance. Similarly, the professional would consider further documentation and testing steps that can be taken to ensure that Apollo responds to risk or areas of opportunity appropriately and quickly. The professional will have the opportunity to develop and own projects and plans to achieve effective change in these areas.
There is a global emphasis to the role, with the individual working with stakeholders across the globe. The role will report to the International Group Tax Lead with additional responsibility to Head of International Tax in London.
Primary Responsibilities
Assist International Group Tax Lead in meeting direct and indirect tax filing obligations outside of the US, including:
Support finance, legal and other relevant information holders in the collation and review of information pertinent to compliance work
Review written and oral advice from advisers, including draft returns, challenging assumptions and seeking the highest quality advice
Where necessary, take additional advice from our broader adviser network in relation to matters of significant complexity or uncertainty. Digest advice received and communicate key matters to tax and non-tax stakeholders and interpret implications for advice of primary compliance adviser
Assist in the production of US GAAP compliant tax provision and explanatory documentation in relation to Apollo’s non-US operations
Assist US tax team with impact to their work, such as foreign tax credit claims
Consider implications of structures for LLP members and provide relevant supporting documentation to such members as needed
Ensure careful documentation of positions taken creating a permanent file and communicating areas that represent an opportunity for future change
Devise, own and deliver projects around improvement of tax process and controls (from planning through compliance)
As needed, project manage aspects of the above
Ensure that transfer pricing documentation and processes are compliance with local and international law, including:
Gather data required to assess continued suitability of existing policies and benchmarking
Work with outsourced advisers to create and maintain OECD and local law compliant transfer pricing documentation
Work with finance to model implications for changes in policy
Support steps taken to communicate transfer pricing policy clearly and accurately to authorities globally, including through the coordination and review of master and local file documentation
Continuously monitoring current transfer pricing methodologies to ensure that they are in line with business changes as well as market practice
Identify tax risk areas or changes in law, local practice or guidance which will require adjustment to existing structures or business practices. Clearly communicate impact to stakeholders and take agreed steps to effect change.
Assist with the development and structuring of our growing management company group, for example:
Assist with the identification of appropriate structure for international expansion of the business through organic growth
Review advice from external teams, challenge assumptions and
Communicate tax requirements to relevant stakeholders and project manage aspects of all change projects
Ensure implementation of relevant steps and include ongoing responsibilities within overall compliance calendar
Project manage tax aspects of the implementation of technology solutions
Assist with the identification of opportunities to implement technology to improve business outcomes
Support research into effective tools and make a case for buy vs. build approach
Support development of business case for improvement projects for communication to relevant stakeholders, including justification for time and cash cost to implement vs. other available opportunities
Assist with the project management and implementation from a tax perspective of relevant updates
Support the broader International Tax Group with wider tax projects, which may include projects concerned with Apollo’s funds and investment/incentive structures.
Qualifications & Experience
Minimum 7 years of experience
CA / CPA or equivalent qualification. Preference for candidate that also has CTA / ADIT or similar qualification
Undergraduate degree in finance, accounting or law preferred
Candidate will have a good understanding of transfer pricing requirements globally and will be able to demonstrate a clear understanding of the interplay between transfer pricing, direct tax and indirect taxes.
Candidate will have global corporation tax compliance and tax accounting experience.
Clear and concise verbal and written communication style with ability to adapt to needs and experience of audience
Excellent organizational skills are vital. Role requires individual to be able to balance multiple tasks simultaneously across a variety of products and reporting lines
Highly personable, with ability to influence and create relationships across the globe
Flexible working style, with a need to work closely with colleagues across time zones on certain projects
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.
Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career.
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, 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 roe. Roles are conditional upon and subject to satisfactory reference and background screening checks, as well as all necessary corporate and regulatory approvals or certifications as required from time to time.