Associate Director - Tax

Position

Apollo’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.

• Assist International Group Tax Lead in meeting direct and indirect tax filing obligations outside of the US, including collation and review of relevant information from finance, legal and other stakeholders.
• Be inquisitive to critically assess different tax options available, whilst offering a point of view.
• Review written and oral advice from advisers, including draft returns, challenging assumptions and seeking the highest quality advice.
• Where necessary, take additional advice from broader adviser network for significant complexity or uncertainty; digest advice and communicate key matters to tax and non‑tax stakeholders.
• Assist in the production of US GAAP compliant tax provision and explanatory documentation for Apollo’s non‑US operations.
• Ensure awareness and timely communication of any items that may impact U.S. tax positions.
• Ensure careful documentation of positions taken, creating permanent file and communicating areas that represent an opportunity for future change.
• Dealing with HMRC / international tax authorities with regards to any audits or enquiries.
• Devise, own and deliver projects around improvement of tax process and controls (from planning through compliance).
• Monitor Pillar II developments on a jurisdiction basis for notification purposes as well as assessing the impact on the company’s global tax position.
• As needed, project manage aspects of the above.
• Ensure that transfer pricing documentation and processes are compliant with local and international law, including:
• Gather data required to assess continued suitability of existing policies and benchmarking.
• Work with outsourced advisers to create and maintain OECD and local law compliant transfer pricing documentation.
• Work with finance to model implications for changes in policy.
• Support steps taken to communicate transfer pricing policy clearly and accurately to authorities globally.
• Continuously monitor current transfer pricing methodologies to ensure they are in line with business changes as well as market practice.
• 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.
• Assist with the development and structuring of our growing management company group, for example:
• Assist with the identification of appropriate structure for international expansion of the business through organic growth.
• Review advice from external teams, challenge assumptions.
• Communicate tax requirements to relevant stakeholders and project manage aspects of all change projects.
• Ensure implementation of relevant steps and include ongoing responsibilities within overall compliance calendar.

• Minimum 7 years of experience.
• CA / CPA or equivalent qualification; preference for candidate that also has CTA / ADIT or similar qualification.
• Undergraduate degree in finance, accounting or law preferred.
• Experience working in a dynamic and complex international environment is preferred.
• Professional with an asset management background is preferred.
• 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.
• Candidate will have global corporation tax compliance and tax accounting experience.
• Clear and concise verbal and written communication style with ability to adapt to needs and experience of audience.
• Excel…