Apollo Global India | Associate - Tax

Accountabilities

• 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.
• 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.
• 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.
• Partner with tax stakeholders to understand process requirements, ask relevant tax and data questions, and translate business needs into scalable, controlled technology solutions.
• 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.
• 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.
• 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.
• Extract, map, transform, validate, and reconcile financial and tax data from general ledger, trial balance, investment, actuarial, and other source systems.

Requirements

• 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.
• Strong analytical, problem-solving, documentation, and communication skills.
• 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.
• 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.

Apollo Global Management, Inc.

Apollo was founded in 1990 by Leon Black, Josh Harris and Marc Rowan, after the collapse of Drexel Burnham Lambert, where they had worked. The firm is based in New York and became a listed company with an initial public offering on the New York Stock Exchange in March 2011. Its largest business is credit, alongside private equity funds, and in January 2022 it acquired Athene, a retirement services company. Apollo has invested in India for more than two decades, and its Mumbai office, which moved to a new location in October 2022, works for the firm's global business in investing, capital formation and enterprise resources.

Its Mumbai openings cover treasury, tax and investment work. They include a treasury analyst needing three or more years of experience, a tax associate, and a principal for underwriting and research asking for seven to twelve years. Postings ask for a bachelor's degree in finance, accounting or economics. The tax role names CPA or Chartered Accountant, and the underwriting role accepts an MBA in Finance, CFA or CA.

• Industry: Alternative asset management: credit, private equity and real assets, plus retirement services through Athene
• Headquarters: New York, United States (Apollo Global Management, Inc., listed on the NYSE as APO)
• In India: Apollo's India office in Mumbai, which supports the firm's global investing, capital formation and enterprise functions