TAX Specialist - VP Role

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. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.

Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you

Job Summary

The role is responsible for managing the hedge fund tax compliance. This role involves overseeing tax reporting and ensuring compliance with U.S. federal and state tax laws. You will be leading a team of tax professionals, providing guidance and support to ensure the delivery of high-quality tax services. Duties will include reviewing workpapers and reports prepared by tax staff/seniors and providing additional tax-related information requested by clients.

Required Skills

• Oversee the preparation and review of federal, state, and local income tax returns for partnerships.
• Proficient in hedge fund strategies, including long/short equity, etc.
• Proficient with various hedge fund structures (master-feeder, mini-master, fund-of-funds).
• Proficient with financial services taxation, including wash sales, QDI, PFIC reporting, Section 1256 contracts, NPCs, Section 988, constructive sales and straddles.
• Proficient in reviewing aggregate tax allocations.
• Supervise calculation of taxable income and partner tax allocations.
• Ensure compliance with all tax regulations and timely filing of tax returns.
• Supervise and mentor a team of tax professionals.
• Perform detailed technical review of work from junior staff for accuracy and completeness.
• Ability to communicate appropriately at all levels of the organization; this includes written and verbal communications as well as visualizations.
• Ability to lead teams and be a team player that has a proven record of working effectively at senior levels of an organization with the ability to influence others to move toward consensus.
• Ability to coach, train and mentor staff.
• Ability to collaborate with leadership in the management of the team workload.
• Ensure accurate and timely reporting of client deliverables.
• Proficient with U.S. international tax issues and reporting requirements.
• Proficient with using Microsoft products such as Excel, Word, Sharepoint, and Teams.
• Proficient with GoSystem Tax RS.
• Ability to multi-task and balance between competing client deliverable priorities.
• Maintain client confidentiality pertaining to the client, staff and the firm in general.
• Strong knowledge of United States federal, state, and local tax laws.

Qualifications

• Bachelor’s degree in Accounting, Finance, Commerce or a related field.
• Post-graduate degree in finance/accounting/commerce/statistics or MBA is preferred.
• U.S. CPA or IRS Enrolled Agent qualification is preferable.
• Experience in public accounting with focus on hedge fund tax accounting concepts including partnership tax accounting, tax allocations, management and incentive allocations.
• A preparer tax identification number (PTIN) is required for tax returns. If you do not have a PTIN or if your PTIN is expired, you are requested to complete the new or renewal application process (as applicable) before joining Apex.

Working Conditions

• This is a full-time position.
• Overtime hours are required during peak tax seasons.

About Apex Group

We are dedicated to driving positive change in financial services while fuelling the growth and ambitions of asset managers, allocators, financial institutions, and family offices. Established in Bermuda in 2003, the Group has continually disrupted the asset serving industry through our investment in innovation and talent. Today, we set the pace in asset servicing and stand out for our unique single-source solution and unified cross asset-class platform which supports the entire value chain, harnesses leading innovative technology, and benefits from cross-jurisdictional expertise delivered by a long-standing management team and over 13,000 highly integrated professionals.

We’re a people-powered business, and our people are full of ambition. Together, we’re inspired to lead the new era of data and tech enabled service. Bringing new products and services to market. Sharpening our client focus. Disrupting the market to exceed expectations. Innovating across a range of specialisms. With our focus on making a difference to our people, our planet and our society, you’ll experience more here than you would at most other companies. Prepare to accelerate.

We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.

Positive change starts with you. We’re a people-powered business with a vision to inspire a new era of service-led FinTech. We’re expanding globally and offering more to our clients. This means you get more opportunities to grow with us. So prepare to accelerate. We’ll make sure the time and effort you put in takes you further, faster.

The journey is yours to own. When you stretch yourself, you grow. We want you to explore ways of working that will see you thrive as part of something bigger. We’ll help you with a solid structure, challenging projects, vibrant networks, supportive colleagues and approachable leaders. All the things you need to own your unique journey.

Find out more about us