Associate - Tax

Position Overview

ABOUT APOLLO

Apollo is a high-growth, global alternative asset manager. We invest in private and public markets and across the full spectrum of Credit, Equity and Real Assets to seek excess returns for our clients, whether they access our capabilities through Apollo's alternative strategies or Athene's suite of retirement savings products. Founded in 1990, Apollo now has more than 5,800 employees in over 27 cities around the world. With $1.03 trillion in assets under management as of March 31, 2026, Apollo has built an innovative and collaborative culture that can support great businesses and generate attractive returns for our clients. We take a patient, creative and rigorous approach to investing, and provide businesses with innovative capital solutions for growth. Through our asset management business, Apollo powers hundreds of thousands of jobs, fuels local economies and helps to finance some of the most important and capital-intensive endeavors, such as the clean energy transition. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. We act like owners - we invest alongside our clients, putting our own capital at risk and standing behind every decision we make. Our "One Apollo" mindset captures the ethos of our high-performance culture: our teams put the collective benefit first, move information quickly to enable decisions, and collaborate during the key moments that matter.

OUR PURPOSE AND CORE VALUES

Our clients rely on our investment acumen to help secure their future. We must never lose our focus and determination to be the best investors and most trusted partners on their behalf. We strive to be:

The leading provider of retirement income solutions to institutions, companies, and individuals.

The leading provider of capital solutions to companies. Our breadth and scale enable us to deliver capital for even the largest projects - and our small firm mindset ensures we will be a thoughtful and dedicated partner to these organizations. We are committed to helping them build stronger businesses.

A leading contributor to addressing some of the biggest issues facing the world today - such as energy transition, accelerating the adoption of new technologies, and social impact - where innovative approaches to investing can make a positive difference.

We are building a unique firm of extraordinary colleagues who:

Outperform expectations

Challenge Convention

Champion Opportunity

Lead responsibly

Drive collaboration

As One Apollo team, we believe that doing great work and having fun go hand in hand, and we are proud of what we can achieve together.

OUR BENEFITS

Apollo relies on its people to keep it a leader in alternative investment management, and the firm’s benefit programs are crafted to offer meaningful coverage for both you and your family.

Purpose:

The Tax Technology Manager / Senior Associate will report to the Tax Technology Senior Manager and support the development, enhancement, and maintenance of the organization's tax technology ecosystem across income tax provision and compliance processes.

This role is designed for a tax professional with strong technology capabilities who can independently own workstreams, build practical automation solutions, and apply a working knowledge of corporate income tax concepts to improve data quality, controls, efficiency, and scalability.

The position will have a significant focus on ONESOURCE Tax Provision and ONESOURCE Income Tax as the organization expands its use of these platforms over the next one to two years. The role will primarily support U.S. federal tax processes and may also support state and Bermuda tax processes.

Accountabilities:

• Own assigned tax technology and process-improvement workstreams from requirements gathering through design, build, testing, implementation, documentation, and ongoing support.
• Build and maintain automation solutions that replace or reduce manual spreadsheet-based processes across tax provision, compliance, data preparation, reconciliations, and reporting.
• Support the configuration, administration, optimization, and ongoing maintenance of ONESOURCE Tax Provision and ONESOURCE Income Tax, including templates, data imports, mappings, workflows, provision-to-return processes, troubleshooting, upgrades, and user support.
• Partner with tax stakeholders to understand process requirements, ask relevant tax and data questions, and translate business needs into scalable, controlled technology solutions.
• Extract, map, transform, validate, and reconcile financial and tax data from general ledger, trial balance, investment, actuarial, and other source systems.
• Develop solutions using Microsoft 365 tools, Power Platform, Power BI, and approved artificial intelligence tools such as ChatGPT, Claude, and Microsoft Copilot.
• Evaluate and apply emerging technologies, including generative AI, to appropriate tax use cases while maintaining strong controls, documentation, reviewability, and data governance.
• Support quarterly and annual income tax close processes, including data preparation, validation, reconciliations, workpaper development, and issue resolution.
• Troubleshoot system, workflow, and data issues; identify root causes and coordinate timely resolution with tax, finance, accounting, information technology, vendors, and third-party consultants.
• Develop and maintain process documentation, standard operating procedures, control documentation, user guides, and training materials for tax systems and automation solutions.
• Provide training and ongoing support to tax users to promote adoption, consistent execution, and effective use of new tools and processes.
• Assist with system implementations, enhancements, integrations, testing, and technology rollouts, including coordination with external consultants.
• Contribute to other tax technology, transformation, and special projects as needed.

Qualifications & Experience

Qualifications &

Experience:

• Bachelor's degree in Accounting, Tax, Information Systems, Finance, or a related field.
• Relevant experience in corporate income tax, tax technology, tax provision, tax compliance, or a related area; the level may be filled as Senior Associate or Manager based on the selected candidate's experience and capabilities.
• Hands-on working knowledge and practical experience with both ONESOURCE Tax Provision and ONESOURCE Income Tax and/or Corptax.
• Familiarity with ASC 740, corporate income tax compliance, consolidated federal income tax returns, book-to-tax adjustments, and related tax accounting concepts.
• Demonstrated ability to build technology-enabled solutions and automate tax or finance processes, rather than solely define requirements or manage projects.
• Strong proficiency with Microsoft 365 applications, including advanced Excel capabilities, and working knowledge of Microsoft Power Platform and Power BI.
• Practical familiarity with artificial intelligence tools such as ChatGPT, Claude, and Microsoft Copilot, including the ability to identify and develop appropriate business use cases.
• Experience working with large and complex financial datasets, including data extraction, mapping, transformation, validation, reconciliation, and control design.
• Ability to independently own workstreams, manage competing priorities, communicate progress and risks, and collaborate effectively with tax professionals, technology teams, finance stakeholders, vendors, and third-party consultants.
• Strong analytical, problem-solving, documentation, and communication skills.

Preferred Qualifications

• Experience within financial services, insurance, retirement services, or another regulated industry.
• Experience supporting ONESOURCE system implementations, upgrades, integrations, provision-to-return processes, or system administration.
• Knowledge of SQL, Python, APIs, or other data integration and automation technologies.
• Experience with Alteryx or similar workflow automation tools.
• Experience with U.S. state income tax or Bermuda tax processes.
• CPA, Chartered Accountant, or other relevant professional credential.

Apollo provides equal employment opportunities regardless of age, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief, veteran status, gender/sex or sexual orientation, or any other criterion or circumstance protected by applicable law, ordinance, or regulation. The above criteria are intended to be used as a guide only - candidates who do not meet all the above criteria may still be considered if they are deemed to have relevant experience/ equivalent levels of skill or knowledge to fulfil the requirements of the role. Any job offer will be conditional upon and subject to satisfactory reference and background screening checks, all necessary corporate and regulatory approvals or certifications as required from time to time, and entering into definitive contractual documentation satisfactory to Apollo.