AVP - US TAX

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 Tax Senior is responsible for delivering a full range of U.S. tax services to our clients in compliance with federal and state laws and regulations within a timeframe. You will be responsible for tax returns preparation and review. The Tax Senior will also supervise and mentor junior staff.

Required Skills

• Prepare U.S. federal, state, and local income tax returns for partnerships.
• Demonstrate proficiency in hedge fund strategies, including long/short equity, etc.
• Experience with various hedge fund structures (master-feeder, mini-master, fund-of-funds).
• Experience with financial services taxation, including wash sales, QDI, PFIC reporting, Section 1256 contracts, NPCs, Section 988, constructive sales and straddles.
• Experience with aggregate tax allocations.
• Experience with calculation of taxable income and partner tax allocations.
• Working knowledge of compliance with all tax regulations and timely filing of tax returns.
• Perform detailed self-review of work for accuracy and completeness.
• Possess strong written and verbal communications skills in English.
• Be a team player that has a proven record of working effectively.
• Ability to multi-task and balance between competing priorities.
• Ability to provide accurate and timely reporting of client deliverables.
• Proficient with using Microsoft products such as Excel, Word, Sharepoint, and Teams.
• Proficient with GoSystem Tax RS.
• Maintain client confidentiality pertaining to the client, staff and the firm in general.
• Working 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.
• 7+ years of 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