Description
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain of a fund; from information delivery and regulatory products to fund platforms and tax services.
The globally distributed service model has rapidly expanded through a combination of organic growth and more recently bolstered by acquisition.
Service is now delivered by over 10,000+ staff across 50+ offices.
The Apex Group administers circa $2.
3 trillion in assets, including the investments of some of the largest funds and institutional investors in the world
AVP, Tax Manager, Private Equity & Real Estate Practice
The Private Equity AVP, 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.
The Role & Key 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.
Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations.
Keep team members informed of work status.
Skills Required:
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
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
What you will get in return:
A high level of visibility within a large organisation on an upwards trajectory
The ability to define marketing processes to drive innovation and have a tangible impact on the business
Be part of a dynamic and fast-paced team that makes a genuine impact on revenue and sales pipeline.
Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly.
Opportunity to work with a diverse, agile and global marketing team.
The opportunity to innovate, bring discipline to brand activity and really make a difference.
Additional information:
We are an equal opportunity employer and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnicity, age, sexual orientation, socio-economic, responsibilities for dependants, physical or mental disability.
Any hiring decision are made on the basis of skills, qualifications and experiences.
We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.
For more information on our commitment to Corporate Social Responsibility (CSR) please visit https://theapexgroup.
com/csr-policy/
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