Position OverviewApollo’s 60-person plus tax team is currently split between the United States, United Kingdom, Luxembourg, 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 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 Tax Director with additional responsibility to the Head of Tax in London.Primary Responsibilities: PRIMARY RESPONSIBILITIES:<ul><li>Assist International Group Tax Lead in meeting direct and indirect tax filing obligations outside of the US, including:</li><li>Support finance, legal and other relevant information holders in the collation and review of information pertinent to compliance work</li><li>Be inquisitive to critically assess the different tax options available, whilst offering up your point of view.</li><li>Review written and oral advice from advisers, including draft returns, challenging assumptions and seeking the highest quality advice</li><li>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</li><li>Assist in the production of US GAAP compliant tax provision and explanatory documentation in relation to Apollo’s non-US operations</li><li>Ensure awareness and timely communication of any items that may impact U.S. tax positions. ,</li><li>Ensure careful documentation of positions taken creating a permanent file and communicating areas that represent an opportunity for future change</li><li>Dealing with HMRC/international tax authorities with regards to any audits or enquiries</li><li>Devise, own and deliver projects around improvement of tax process and controls (from planning through compliance)</li><li>Monitor Pillar II developments on a jurisdiction basis for notification purposes as well as assessing the impact on the company’s global tax position.</li><li>As needed, project manage aspects of the above</li></ul><ul><li>Ensure that transfer pricing documentation and processes are compliant with local and international law, including:</li><li>Gather data required to assess continued suitability of existing policies and benchmarking</li><li>Work with outsourced advisers to create and maintain OECD and local law compliant transfer pricing documentation</li><li>Work with finance to model implications for changes in policy</li><li>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</li><li>Continuously monitoring current transfer pricing methodologies to ensure that they are in line with business changes as well as market practice</li></ul><ul><li>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.</li><li>Assist with the development and structuring of our growing management company group, for example:</li><li>Assist with the identification of appropriate structure for international expansion of the business through organic growth</li><li>Review advice from external teams, challenge assumptions</li><li>Communicate tax requirements to relevant stakeholders and project manage aspects of all change projects</li><li>Ensure implementation of relevant steps and include ongoing responsibilities within overall compliance calendar</li></ul>Qualifications &amp; Experience<ul><li>Minimum 7 years of experience</li><li>CA / CPA or equivalent qualification. Preference for candidate that also has CTA / ADIT or similar qualification</li><li>Undergraduate degree in finance, accounting or law preferred</li><li>Experience working in a dynamic and complex international environment is preferred</li><li>Professional with an asset management background is preferred</li><li>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.</li><li>Candidate will have global corporation tax compliance and tax accounting experience.</li><li>Clear and concise verbal and written communication style with ability to adapt to needs and experience of audience</li><li>Excellent organizational skills are vital. Role requires individual to be able to balance multiple tasks simultaneously across a variety of products and reporting lines</li><li>Highly personable, with ability to influence and create relationships across the globe</li><li>Flexible working style, with a need to work closely with colleagues across time zones on certain projects</li><li>Our clients rely on our investment acumen to help secure their future. We must never lose focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:</li><li>The leading provider of retirement income solutions to institutions, companies, and individuals.</li><li>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.</li><li>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.</li></ul>ABOUT APOLLOApollo 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 credit to private 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. As of December 31, 2024, Apollo had approximately $751 billion of assets under management. To learn more, please visit <a href="http://www.apollo">www.apollo</a>.com.OUR PURPOSE AND CORE VALUESOur clients rely on our investment acumen to help secure their future. We must never lose focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:<ul><li>The leading provider of retirement income solutions to institutions, companies, and individuals.</li><li>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.</li><li>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.</li></ul>We are building a unique firm of extraordinary colleagues who:<ul><li>Outperform Expectations</li><li>Challenge Convention</li><li>Champion Opportunity</li><li>Lead Responsibly</li><li>Drive Collaboration</li></ul>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 BENEFITSApollo 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.

<h5>Apollo aims to be a leading provider of flexible and long-duration capital enabling the energy transition. </h5>Apollo’s Sustainable Investing Platform leverages our deep experience across asset classes to deploy capital in key sectors driving the energy transition and decarbonization. The scale and breadth of this opportunity is significant, and across asset classes, Apollo sees the opportunity to deploy, commit, or arrange more than $100 billion by 2030.Since 2022, Apollo-managed funds have deployed, committed or arranged over $59 billion¹ into energy transition, infrastructure and sustainability-related investments, supporting companies and projects across infrastructure, wind, solar, storage and renewable fuels, as well as a wide range of technologies to facilitate decarbonization. Apollo has also played an active role in helping finance the transformation of certain traditional energy companies.

Associate Director - Tax

Position OverviewApollo’s 60-person plus tax team is currently split between the United States, United Kingdom, Luxembourg, 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 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 Tax Director with additional responsibility to the Head of Tax in London.Primary Responsibilities: PRIMARY RESPONSIBILITIES:<ul><li>Assist International Group Tax Lead in meeting direct and indirect tax filing obligations outside of the US, including:</li><li>Support finance, legal and other relevant information holders in the collation and review of information pertinent to compliance work</li><li>Be inquisitive to critically assess the different tax options available, whilst offering up your point of view.</li><li>Review written and oral advice from advisers, including draft returns, challenging assumptions and seeking the highest quality advice</li><li>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</li><li>Assist in the production of US GAAP compliant tax provision and explanatory documentation in relation to Apollo’s non-US operations</li><li>Ensure awareness and timely communication of any items that may impact U.S. tax positions. ,</li><li>Ensure careful documentation of positions taken creating a permanent file and communicating areas that represent an opportunity for future change</li><li>Dealing with HMRC/international tax authorities with regards to any audits or enquiries</li><li>Devise, own and deliver projects around improvement of tax process and controls (from planning through compliance)</li><li>Monitor Pillar II developments on a jurisdiction basis for notification purposes as well as assessing the impact on the company’s global tax position.</li><li>As needed, project manage aspects of the above</li></ul><ul><li>Ensure that transfer pricing documentation and processes are compliant with local and international law, including:</li><li>Gather data required to assess continued suitability of existing policies and benchmarking</li><li>Work with outsourced advisers to create and maintain OECD and local law compliant transfer pricing documentation</li><li>Work with finance to model implications for changes in policy</li><li>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</li><li>Continuously monitoring current transfer pricing methodologies to ensure that they are in line with business changes as well as market practice</li></ul><ul><li>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.</li><li>Assist with the development and structuring of our growing management company group, for example:</li><li>Assist with the identification of appropriate structure for international expansion of the business through organic growth</li><li>Review advice from external teams, challenge assumptions</li><li>Communicate tax requirements to relevant stakeholders and project manage aspects of all change projects</li><li>Ensure implementation of relevant steps and include ongoing responsibilities within overall compliance calendar</li></ul>Qualifications &amp; Experience<ul><li>Minimum 7 years of experience</li><li>CA / CPA or equivalent qualification. Preference for candidate that also has CTA / ADIT or similar qualification</li><li>Undergraduate degree in finance, accounting or law preferred</li><li>Experience working in a dynamic and complex international environment is preferred</li><li>Professional with an asset management background is preferred</li><li>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.</li><li>Candidate will have global corporation tax compliance and tax accounting experience.</li><li>Clear and concise verbal and written communication style with ability to adapt to needs and experience of audience</li><li>Excellent organizational skills are vital. Role requires individual to be able to balance multiple tasks simultaneously across a variety of products and reporting lines</li><li>Highly personable, with ability to influence and create relationships across the globe</li><li>Flexible working style, with a need to work closely with colleagues across time zones on certain projects</li><li>Our clients rely on our investment acumen to help secure their future. We must never lose focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:</li><li>The leading provider of retirement income solutions to institutions, companies, and individuals.</li><li>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.</li><li>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.</li></ul>ABOUT APOLLOApollo 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 credit to private 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. As of December 31, 2024, Apollo had approximately $751 billion of assets under management. To learn more, please visit <a href="http://www.apollo">www.apollo</a>.com.OUR PURPOSE AND CORE VALUESOur clients rely on our investment acumen to help secure their future. We must never lose focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:<ul><li>The leading provider of retirement income solutions to institutions, companies, and individuals.</li><li>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.</li><li>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.</li></ul>We are building a unique firm of extraordinary colleagues who:<ul><li>Outperform Expectations</li><li>Challenge Convention</li><li>Champion Opportunity</li><li>Lead Responsibly</li><li>Drive Collaboration</li></ul>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 BENEFITSApollo 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.

Associate Director - Tax

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Apollo

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