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Tax Associate
2 weeks ago
About Apex
Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider.
With over 80 offices in 38 countries worldwide and more than 10,000 employees, Apex Group delivers 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 services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution.
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.
Life at Apex isn't just about the work you do, it's about embracing the culture and loving what you do.
Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes.
Whatever your career path or specialism Apex ensures it rewards loyal and dedicated employees.The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take both short-term or permanent relocation options.
Role Summary:
Tax Associates focus on tax compliance of private equity, venture and real estate funds, and serve as members of various client service teams.
In addition to the preparation of tax returns, Tax Associates may assist Seniors/Managers in identifying client issues and research as they become more experienced.
Tax Associates must possess and maintain strong written and oral presentation skills.Required Qualifications:
- 12 years of fund tax accounting or partnership taxation experience
- Knowledge of foreign reporting requirements and/or exposure to state tax returns a plus
- Experience with BNA, CCH, Checkpoint or other tax research tools a plus, not required
- Experience with fund accounting/tax software (Advent Geneva, NTAS CCH, FastTax/GoSystems) a plus
- Strong computer skills with strengths in Microsoft Excel & other Microsoft Office products
- Bachelor's degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or L.L.M. is a plus, but not required
- Strong analytical skills and strong attention to detail
- Initiative to seek out opportunities in a fastpaced environment
- Excellent communication skills, both written and verbal
- Strong interpersonal skills, with an ability to interact with and gain the respect of all levels of internal and client personnel
- CPA, Enrolled Agent or other appropriate certification a plus, but not required
- Apex Group Ltd., established in Bermuda in 2003, is a global financial services provider.
With over 80 offices in 38 countries worldwide and more than 10,000 employees, Apex Group delivers 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 singlesource solution through establishing the broadest range of services in the industry; including fund services, digital onboarding and bank accounts, depositary, custody, super ManCo services, corporate services including HR and Payroll and a pioneering ESG Ratings and Advisory solution.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.
_ - Life at Apex isn't just about the work you do, it's about embracing the culture and loving what you do.
Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes.
Whatever your career path or specialism Apex ensures it rewards loyal and dedicated employees. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take both shortterm or permanent relocation options._
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