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 Associate 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.
- 1-5 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.
Skills Required
- Bachelor's degree in accounting, Finance, Commerce or a related field
- 1-5 years of experience in public accounting with focus on hedge fund tax accounting
- U.S. CPA or IRS Enrolled Agent qualification
- Post-graduate degree in finance/accounting/commerce/statistics or MBA
Apex Group Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Apex Group and has not been reviewed or approved by Apex Group.
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Flexible Benefits — Flexible benefits are positioned as being tailored by country, with localized packages and perks that can differ by jurisdiction. Mobility options such as the JUMP program add a non-cash element that can increase the perceived total rewards value for those who can access it.
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Wellbeing & Lifestyle Benefits — Wellbeing support is described as including EAPs, mental-health workshops, mentoring support, and local lifestyle perks like gym or cycle-to-work schemes. These offerings broaden the benefits mix beyond purely financial rewards.
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Retirement Support — Retirement support is described in at least one jurisdiction as including an employer match structure and an additional automatic contribution after tenure. This can strengthen the non-salary portion of total compensation where offered.
Apex Group Insights
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
