Associate- Tax Investment Accounting
1 week ago
Position Overview
ABOUT APOLLO
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes.
OUR PURPOSE AND CORE VALUES
Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:
The leading provider of retirement income solutions to institutions, companies, and individuals.
The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects – and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.
A leading contributor to addressing some of the biggest issues facing the world today – such as energy transition, accelerating the adoption of new technologies, and social impact – where innovative approaches to investing can make a positive difference.
We are building a unique firm of extraordinary colleagues who:
Outperform expectations
Challenge Convention
Champion Opportunity
Lead responsibly
Drive collaboration
As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.
OUR BENEFITS
Apollo relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family. Please reach out to your Human Capital Business Partner for more detailed information on specific benefits.
POSITION OVERVIEW:
Provide daily tax support to the organizations' income tax accounting and compliance functions to assist with the management of Athene investments.
Perform investment accounting tasks including reconciliations, asset class tracking within PAM which includes analysis of new deals, research of various tax issues including new laws and intercompany transfers. This position will manage all basis including GAAP, BSTAT, and STAT.
Assist with the partnership process for 250+ partnerships.
Prepare and/or review book-to-tax adjustments for investments to be included in the Company's life and non-life Federal tax return filings. Review and/or prepare return to provision analysis for relevant book-to-tax adjustments.
Assist with tax technology surrounding investments including maintenance of master templates and implementation of new initiatives.
PRIMARY RESPONSIBILITIES
Able to think at a high level in order to properly account for information across different platforms, entities, and accounting methods.
Provide support to onboard new deals by collaborating with the tax counsel and investment managers. Ensure all new deals are setup properly in PAM or other Athene process. (i.e. treated as a partnership for tax, PFICs, etc.)
Review quarterly and annual tax adjustments related to fixed income equities and alternatives. Perform and document analytic analysis of quarterly results.
Analyze prospectuses or other applicable documentation monthly to ensure proper tax treatment.
Review deferred tax asset workpapers and roll forwards. Maintain inventories for all asset classes and ensure proper inclusion in the provision workpapers.
Understands and applies various tax investment concepts including OID, derivatives, callable securities, REMICs, FX analysis, etc.
Learn and understand various intercompany transactions including IRC sections 1502, 267, 311, and 351. Ensure proper treatment of securities for each transaction.
Work with IT and investment accounting to build and maintain the tax accounting software platforms in both excel and/or other software.
Develop and implement procedures with an emphasis on efficiency and controls. Analyze procedural needs and implement solutions accordingly.
Assist with the annual controls review. Ensure that investment tax procedures align with overall tax procedures and ensure compliance with investment tax controls, specifically PAM related controls.
Qualifications & Experience
Bachelor's degree in accounting or similar field required.
5+ years of professional tax accounting experience preferred.
Certified Public Accountant or Chartered Accounted preferred.
Experience with investments including fixed income equities and alternatives required.
Strong communication and organization skills.
Proficient in understanding technology concepts.
Experience with PAM and Bloomberg preferred.
Process improvement and automation skills.
Apollo provides equal employment opportunities regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, veteran status, gender/sex or sexual orientation, or any other criterion or circumstance protected by applicable law, ordinance, or regulation. The above criteria are intended to be used as a guide only – candidates who do not meet all the above criteria may still be considered if they are deemed to have relevant experience/ equivalent levels of skill or knowledge to fulfil the requirements of the role. Any job offer will be conditional upon and subject to satisfactory reference and background screening checks, all necessary corporate and regulatory approvals or certifications as required from time to time, and entering into definitive contractual documentation satisfactory to Apollo.
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