Operations Manager - Taxation

Apex Group Ltd (UK Branch); Pune District; On-site; INR 1,800,000 - 3,200,000; Full time

Job summary

Apex Group Ltd (UK Branch) in Pune is seeking a senior tax professional to manage private equity and hedge fund tax compliance. You will oversee U.S.

federal and state tax reporting, lead a team of tax professionals, review complex returns, and ensure timely filing while maintaining client confidentiality. The role requires strong knowledge of hedge fund taxation, fund structures, and cross-border taxation, with the ability to communicate at all levels and mentor staff.

Qualifications

• Oversee preparation and review of federal, state, local tax returns for partnerships.
• Proficient in hedge fund tax concepts and reporting.
• Experience with master-feeder structures and fund-of-funds.
• Strong knowledge of US tax regulations and compliance.
• Supervise and mentor a team of tax professionals.
• Able to communicate at all levels and influence decisions.
• Proficient with MS Office and tax software.
• Maintain client confidentiality and professionalism.

Responsibilities

• Lead tax services delivery for private equity and hedge funds.
• Review workpapers and tax returns for accuracy.
• Ensure timely filing and client deliverables.
• Provide guidance to staff and respond to client requests.
• Coordinate with leadership on workload management.

Skills

Tax compliance

US tax

Leadership

Team mentoring

Communication

Tax research

Education

Bachelor's degree in Accounting/Finance

MBA preferred

CPA or Enrolled Agent preferable

Tools

GoSystem Tax RS

Microsoft Excel

Microsoft Word

SharePoint

Teams

Job description

Job Summary

The role is responsible for managing the Private equity & hedge fund tax compliance. This role involves overseeing tax reporting and ensuring compliance with U.S. federal and state tax laws. You will be leading a team of tax professionals, providing guidance and support to ensure the delivery of high-quality tax services. Duties will include reviewing workpapers and reports prepared by tax staff/seniors and providing additional tax-related information requested by clients.

Required Skills

• Oversee the preparation and review of federal, state, and local income tax returns for partnerships.

• Proficient in hedge fund strategies, including long/short equity, etc.

• Proficient with various hedge fund structures (master-feeder, mini-master, fund-of-funds).

• Proficient with financial services taxation, including wash sales, QDI, PFIC reporting, Section 1256 contracts, NPCs, Section 988, constructive sales and straddles.

• Proficient in reviewing aggregate tax allocations.

• Supervise calculation of taxable income and partner tax allocations.

• Ensure compliance with all tax regulations and timely filing of tax returns.

• Supervise and mentor a team of tax professionals.

• Perform detailed technical review of work from junior staff for accuracy and completeness.

• Ability to communicate appropriately at all levels of the organization; this includes written and verbal communications as well as visualizations.

• Ability to lead teams and be a team player that has a proven record of working effectively at senior levels of an organization with the ability to influence others to move toward consensus.

• Ability to coach, train and mentor staff.

• Ability to collaborate with leadership in the management of the team workload.

• Ensure accurate and timely reporting of client deliverables.

• Proficient with U.S. international tax issues and reporting requirements.

• Proficient with using Microsoft products such as Excel, Word, Sharepoint, and Teams.

• Proficient with GoSystem Tax RS.

• Ability to multi-task and balance between competing client deliverable priorities.

• Maintain client confidentiality pertaining to the client, staff and the firm in general.

• Strong 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.

• 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.

Disclaimer

Unsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

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