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.
Apogem Capital is seeking a Tax Analyst to join their Tax Team, focusing on tax planning and compliance for Private Credit Funds managed by Apogem Capital. Tax Analyst will support Tax Manager and will be involved in handling US Federal, States, and Foreign tax matters. Our Tax Team works closely with Accounting, Legal and Investment Team and also works with portfolio companies on a regular basis. The tax team is supported by outside advisors, including law firms and Big 4 accounting firms.
Responsibilities:
- Assist in the process of reviewing deliverables prepared by the outside tax preparer including supporting workpapers and associated schedules
- Compile tax data and collaborate with the outside tax preparer to achieve the common goal of timely and accurately filing all deliverables; responding timely and effectively to any questions that arise
- Participate in tracking partnership and partner tax basis
- Assist with tracking underlying portfolio company basis and perform true up/final year calculations needed
- Analyze financial statements/trial balances to determine necessary tax adjustments
- Assist with responding to investor requests
Qualifications:
- Must have 2-4 years tax experience from a reputable CPA firm and/or relevant industry experience
- Must have knowledge of tax accounting including partnerships, tax allocations, and management fees and incentive fees
- Must have a familiarity with tax and accounting issues within the asset management industry and investment products including FoF, Private Equity, Credit & Partnership vehicles
- Must be self-motivated and have the ability to perform under tight deadlines with minimal supervision
- Strong communication and interpersonal skills; ability to build rapport with internal and external counterparties
- Strong Excel skills
- CPA preferred, but not a must
- BIG 4 experience a plus
Salary range: $90,000 – $100,000
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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