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 Specification:
Apex is looking for a Senior Associate to join its UK Tax Team. The role will be based between our major offices in Pune or Bangalore.
The successful candidate will be responsible for:
- Responsibility for a portfolio of business tax clients, including:
- Corporation tax and partnership tax return preparation
- Ensuring client deadlines are met
- Ensuring HMRC deadlines are met, including filing deadlines and payment deadlines
- Providing ad-hoc tax advice under the supervision of the Tax Managers
- Liaison with other team members on accounting, payroll, cosec etc. to ensure adequate two-way flow of information
- Managing client expectations as to service delivery etc.
- Maintaining good client contact
- Provide assistance to other team members as required, particularly at busy times, such as the US tax team.
- Involvement in research and implementation of ad-hoc client related projects
- Upward management re. workflows, absences and other factors that affect client service
Business planning
- Assisting Tax Managers on client related budgets and targets
People Development
- First line on the job training of non-tax personnel
Risk Management
- Identifying client related risks and reporting to Tax Manager
- Assisting with tax processes and control procedures for:
- Corporate/business tax returns
- Form P11D/PSA
- Form 42
Reporting into the Tax Managers of Apex, the successful candidate will be expected to work proactively, independently when required, and as part of the Apex and wider Corporate Solutions team.
Skills Required:
- The successful candidate should be able to disseminate information, both technical and client related to other team members to increase awareness.
- Preferably accountancy, legally and/or tax qualified (ATT).
- Multi discipline awareness
- Business and tax risk aware
- Good client management skills
- Good written and oral communication
- Good presentation skills.
- Willingness to build internal and external relationships and to communicate at all levels and across disciplines
- Willingness to work as a member of a team
- Openness to involve management in resolution of issues
- High degree of accuracy and attention to detail
- Well organized and a good planner
- Self-motivated
What You Will Get In Return:
- A genuinely unique opportunity to be part of an expanding large global business;
- Competitive remuneration commensurate with skills and experience;
- Training and development opportunities.
Top Skills
What We Do
We are a single-source financial solutions provider dedicated to driving positive change while supporting the growth and ambitions of asset managers, allocators, financial institutions, and family offices around the world.
Established in Bermuda in 2003, we have continually disrupted the industry through our investment in innovation and talent. Today, we set the pace in fund and 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.
As a pioneering data and fintech-enabled company, we are a disruptor driving digital tools into fund and asset servicing. However, our vision to drive positive change extends beyond the industry. The Apex Foundation, a not-for-profit entity, is our passionate commitment to empower sustainable change








