Tax Associate

Position Overview

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.

The Tax Associate will primarily assist with the tax compliance responsibilities for the Apollo Upper Tier entities.

Primary Responsibilities

• Manage external tax service providers to ensure accurate and timely delivery of tax compliance and reporting outputs.

• Optimizing processes impacting Tax that will drive improved business outcomes across multiple tax domains, such as partnership tax, state tax, and international tax.

• Designing effective and controlled tax processes, with enabling technologies, to increase efficiency and reduce risk.

• Implementing technologies that enable business performance, including working with upstream financial systems and downstream tax technology tools.

• Prepare supporting schedules to assist external accounting firms with the preparation of tax estimates, Schedule K-1s, and tax returns.

• Manage estimated and final tax payments and liaise with the Finance group to obtain checks and approvals.

• Coordinate with taxing authorities to resolve federal, state and local tax audits and notices.

• Organize and maintain tax compliance forms, correspondence and other permanent records of the company related to the tax department.

• Respond to requests from internal and external stakeholders including Investor Relations, Operations, and Finance.

• Assist with tax research and planning for strategic transactions, structuring decisions, and legislative changes.

• Assist with modeling and theoretical scenario analysis.

Qualifications & Experience

• 3-5 years of experience (Big 4 or industry experience preferred).

• CPA or graduate degree (e.g., MST) preferred.

• Able to understand the flow of data through the entire tax compliance life cycle.

• Relevant experience in one or more of the following:

• Content and workflow management software, such as SharePoint.

• Tax process and operational assessments.

• Advance level usage of Microsoft Excel such as Power Query, Power Pivot, Power BI and data modelling.

• Partnership tax return preparation experience required, knowledge of asset management firms and high net worth individuals is a plus.

• Strong drive and initiative are prerequisites for the role.

• Collaboration is key to effectively engage with partners and colleagues, while also possessing the ability to work autonomously.

• Proficient in swiftly translating technical research and analysis into practical solutions.

• Enthusiastic, forward-thinking, and ethically driven individual sought for the position.

• Exceptional verbal and written communication skills required.

• Excellent organizational and interpersonal skills, with the ability to handle internal conflicts and maintain confidentiality.

• Must thrive in a fast-paced environment, demonstrating proactive behavior and flexibility in managing multiple tasks simultaneously.

• The ability to take ownership of tasks and see them through to completion is a vital characteristic of this role.

Apollo Global Management Inc. is an equal opportunity/affirmative action employer.  The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.

Pay Range

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.