Associate Director, Equity - Tax Finance

About the position

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. 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. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. Come to Apollo and join a community of extraordinary people who are committed to a culture of excellence and collaboration in everything that we do. We invest in our people for the long term and are committed to supporting their development at every stage of their career.

Responsibilities

• Support and partner with Fund Leads & the Head of Equity Tax Finance to provide tax compliance and reporting strategy across the Equity Platform.
• Act as a direct point of contact for service providers, ensuring timely delivery and review of tax workpapers, tax returns, K-1s, and supporting schedules.
• Oversee the tax compliance process and tax calendar for assigned products, ensuring timely investor reporting, regulatory filings, estimated tax payments, and coordination with portfolio companies for fund-level reporting.
• Assist with tax research, planning, and transaction analysis for acquisitions, dispositions, and reorganizations across all applicable investments.
• Provide tax-specific inputs on investments and entities to business stakeholders, supporting strategic transaction decisions, fund structuring, and investment modeling.
• Manage and review quarterly tax estimates for upper-tier and public company reporting.
• Review partnership agreements, waterfall calculations, and allocation methodologies to assess tax implications.
• Analyze and review book-to-tax M-1 adjustments and tax allocations to ensure compliance with tax regulations and fund agreements.
• Review and assist in the resolution of federal, state, and local tax notices.
• Ensure compliance with investor side letters, monitoring tax-related provisions.
• Enhance tax reporting and compliance processes by identifying and implementing technology-driven solutions.
• Draft internal memos documenting tax positions for regulatory, compliance, and internal reference purposes.
• Assist with fundraising initiatives for upcoming product launches.
• Coordinate and oversee foreign tax filings and payments.
• Manage estimated and final tax payments, liaising with the finance team for approvals and execution.
• Partner with tax operations teams to manage tax matters throughout the investment lifecycle.
• Closely manage relationships with external tax service providers.
• Train, supervise, and manage junior associates/analysts.

Requirements

• 5 to 8 years of experience in a public accounting firm (Big 4 preferred) and/or relevant private industry experience with an alternative asset manager.
• Experience with the infrastructure asset class/strategy is beneficial.
• CPA and/or MS in Taxation preferred.
• Experience with both closed-ended drawdown funds and open-ended funds is preferable.
• Partnership and corporate tax return preparation experience required.
• Experience with tax technology solutions preferred.
• Strong drive and initiative, with the ability to take ownership of projects.
• Ability to liaise with stakeholders, colleagues, and service providers.
• Ability to quickly convert technical research and interpretation into practical solutions.
• Energetic, forward-thinking, and creative, with high ethical standards.
• Superior verbal and written communication skills.
• Excellent organizational and interpersonal skills, with strong attention to detail.
• Nimble and flexible, with the ability to balance multiple tasks simultaneously.

Benefits

• Discretionary annual bonus based on personal, team, and Firm performance.