- Tax Associates focus on tax compliance of private equity, Hedge Funds, venture capital and real estate funds, and serve as members of various client service teams.
- Must possess technical knowledge of tax preparation and compliance related to pass-through entities.
- In addition to the preparation of tax returns, Tax Associates may assist Seniors/Managers in identifying client issues and research as they become more experienced.
- Tax Associates must possess and maintain strong written and oral presentation skills.
- 1.5-3 years of basic GAAP accounting principles and partnership taxation experience
- Knowledge of Federal taxation concepts and exposure to foreign informational reporting requirements and state tax returns is a plus
- Experience with BNA, CCH, Checkpoint or other tax research tools a plus, not required
- Experience with tax software (CCH/ProSystem, FastTax/OneSource/GoSystems)
- Strong computer skills with strengths in Microsoft Excel & other Microsoft Office products
- Bachelor's degree in Accounting, Finance, Economics, or related degree and/or an advanced degree in Accounting, Taxation, JD or L.L.M. is a plus, but not required
- Strong analytical skills and strong attention to detail
- Initiative to seek out opportunities in a fast-paced environment
- Excellent communication skills, both written and verbal
- Strong interpersonal skills, with an ability to interact with and gain the respect of all levels of internal and client personnel
- CPA, Enrolled Agent or other appropriate certification a plus, but not required
- A high level of visibility within a large organization 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.
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Apex Group Charlotte, United States· 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 prod ...
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Tax Associate - Charlotte, United States - Apex Group
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
Tax Associate - Private Equity & Hedge
The Role & Key Responsibilities:
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
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