Tax Analyst

Location Designation: Remote 

Apogem Capital is a leading alternatives investor, with decades of experience investing in the middle market and approximately $39 billion in assets under management. By offering a full range of capital solutions, Apogem delivers innovative solutions to private equity sponsors and portfolio companies while generating access to highly sought-after opportunities for our clients. With offices in New York, Chicago, and Richmond, we pride ourselves on attracting and retaining the best talent by offering a collaborative culture, opportunities for career development and growth, and competitive benefits. Bring your passion for investing, client service, or operations to grow with Apogem.

We are currently seeking a Tax Analyst who will reporting into the Vice President. The Tax Analyst will have ownership of a wide range of functions covering domestic and international tax compliance with specific emphasis for the following:

Responsibilities:

• Collaborate with outside tax preparer / fund administrator for tax reporting purposes
• Review tax information and workpaper compiled by outside tax preparer / fund administrator
• Participate in tracking partnership/partner tax bases
• Compile tax data and assist in provision of reports and work papers to tax preparer in support of the federal, state and foreign income tax returns
• Analyze financial statements/trial balance and perform security/debt investment analysis to determine the proper tax treatment and tax adjustments
• Perform interim year partnership projections and allocations to assist the Fund’s investors and the Firm’s partners with making quarterly estimated tax payments
• Assist with responding to investor requests

Qualifications:

• Must have 2-5  years tax experience from a reputable CPA firm and/or relevant industry experience
• Must have understanding of private equity and/or hedge fund structures (master-feeder, mini-master, and fund-of-funds)
• Must have knowledge of private fund tax accounting concepts including partnership tax accounting, tax allocations, management fees and incentive fees.
• Must be self-motivated and have the ability to perform under tight deadlines with minimal supervision
• Very strong communication and interpersonal skills; ability to build rapport with internal and external counterparties
• Strong Excel skills
• CPA preferred, but not must
• Big 4 experience a plus

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Salary range: 70000-85,000 

Overtime eligible: Exempt 

Discretionary bonus eligible: Yes 

Sales bonus eligible: No 

Click here to learn more about our benefits. Starting salary is dependent upon several factors including previous work experience, specific industry experience, and/or skills required.

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 Job Requisition ID: 88546