Tax & ESG Associate

Overview

Fund Rock is a Pan-European leading independent UCITS management company and AIFM (Alternative Investment Fund Manager). Our clients are established blue-chip companies and leaders in their domestic market. We invest in our people, enabling you to develop your skills and build on your experience. If you like the idea of working for an ambitious and growing company, as part of a multicultural team, we are the place for you.

Apex Group Ltd ("Apex" or "the Group"), established in Bermuda in 2003, is a global financial services provider. With over 80 offices worldwide and 12,000 employees in 38 countries, Apex delivers an expansive range of services to asset managers, financial institutions, private clients, and family offices. Apex's purpose is to be more than just a financial services provider. The Group is committed to driving positive change to address three core areas: the environment and climate change, women's empowerment and economic independence, and 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 we grow, the more important that becomes. The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take short-term or permanent relocation options.

Tax Officer
Role

Location:

Valencia
Department:
Tax

Employment Type:

Permanent

Do you have tax experience, and are you seeking a new job in Valencia? Apex Group is looking for a Tax Officer, and the role comes with an attractive salary and benefits package, including the opportunity to be part of a positive and diverse workplace culture.

As a Tax Officer, you will have cross-department exposure and participate in the overall governance of the AIFM. You will collaborate closely with Portfolio Management with the regular review of structures and transactions.

• Be the main point of contact in regard to tax matters and escalation
• Communicate with internal and external stakeholders
• Review investment opportunities and related tax analysis received from investment advisors
• Review offering documents and fund documentation and ensure tax compliance
• Perform assessments under DAC 6, CSSF 20/744 and general tax framework
• Engage in the onboarding of new investment funds as a subject matter expert in the field of tax
• Engage in regular research and reading on tax technical topics and draft internal technical notes
• Actively monitor regulatory and tax changes affecting the business and clients and draft communication / give presentations where relevant

• University degree Business Administration, Economics, International Tax or relevant professional qualifications are considered as a plus
• A minimum of one year of working experience within the funds industry
• Good knowledge of Luxembourg fund industry and International Tax
• Excellent intellect with the ability to understand complex issues quickly, grasp new concepts and ideas rapidly
• Fluent in English (knowledge of French or German will be considered an asset together with any other EU languages)

As a vital team member and in return for your expertise, inclusive approach and commitment, we'll provide a favourable salary and the chance to join a passionate and welcoming team. Benefits:
As a truly global business, we tailor benefits to each location to safeguard our people and respect local cultures and ways of working. Our people are our greatest asset, and we invest in talent development. Join our global network, and you will benefit from education support, sponsorship and in-house training programs.

Disclaimer:
Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.