Tax Manager

**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**:
The Private Equity tax manager focuses on tax review and compliance for private equity, venture and real estate funds, and will participate in reviewing the work of and managing tax return compliance groups by assisting with forecasting future compliance work, delegating work effectively, and resolving staffing issues.

**Responsibilities**:

- Maintain continuous interaction with clients, manage expectations and ensure outstanding client service. Team with tax professionals to provide comprehensive tax solutions.
- Determine all information required to ensure/complete accurate tax compliance products within the budget. Formulate a plan to gather/communicate information. Determine areas of exposure and adapt to challenges in the compliance process.
- Provide timely and high-quality services and work products that exceed client expectations.
- Help to develop and guide staff and other junior tax professionals by providing effective performance feedback, on-the-job training, and ensuring team responsibilities are consistent with skills and developmental goals.
- Keep team members informed of work status.

**Required Qualifications**:

- Bachelor's Degree with an emphasis in accounting, finance, or a related field and approximately 5+ years of PE tax-related work experience
- An advanced degree in tax or law is highly desirable
- CPA certification, Enrolled Agent, or JD a plus, not required
- Big 4 experience a plus
- A minimum of 3 years of Alternative Investment Fund tax experience or equivalent experience in business or the financial services industry
- Familiarity with the financial services industry gained through direct involvement with managed investment vehicles
- Experience with BNA, CCH, Checkpoint or other tax research tools
- Experience with fund accounting/tax software (Advent Geneva, NTAS CCH, GoSystems/FastTax) a plus
- Strong computer skills with strengths in Microsoft Excel & other Microsoft Office products
- Knowledge of foreign reporting requirements
- Broad exposure to federal income taxation and some exposure to state and local tax
- Excellent managerial, organizational, and verbal/written communication skills
- 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 ar