Tax Counsel, Global Wealth

Position Overview

At Apollo, were a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit and Real Estate, regions, and industries, were known for our integrated businesses, our strong investment performance, our value-oriented philosophy and our people.

The Tax Counsel will help support Apollos growing Global Wealth Management Solutions and Product Structuring businesses. This is the fastest growing part of our business, with a lot of growth opportunity. In this role, the Tax Counsel will work on structuring and operationalizing new retail products, including RICs, REITs, and non-traded operating companies. This role will have global coverage, which will include structuring funds and feeders in Luxembourg and other European jurisdictions as well.

The Tax Counsel will also cover the Apollo secondaries business and other products that cross multiple business segments, like Apollo Aligned Alternatives (AAA). While the Tax Counsel will partner with outside counsel as it relates to structuring and investor-level sensitivities, building relationships with our client and product solutions team, product structuring business, and Global Wealth Management Solutions team will be critical to this role. The Tax Counsel will also work closely with a wide range of in-house groups including legal, finance, tax reporting, operations, and fund finance. This role is part of a small team which covers all the firms tax advisory demands/needs.

Primary Responsibilities:

• Work closely with the product structuring team to develop new retail products, including advising the marketing team on tax considerations with respect to proposed terms, and working with internal and external counsel on legal documentation and offering documents

• Structure various entry points for investors in different jurisdictions and with different tax sensitivities

• Work closely with legal, deal teams and funds teams to ensure that investments are structured in accordance with what is required by the fund structure. Develop processes to ensure maintenance of fund structure requirements.

• Monitor, track and ensure prompt and appropriate tax support for Apollos secondaries business (S3)

• Prepare internal memos on tax analysis

• Advise and make presentations to senior management and employees on tax-related matters

• Partner and interface with legal and tax finance on all funds and transactions Supervision of, and collaboration with, external legal counsel and accounting advisors

Qualifications & Experience

• Juris Doctorate from an accredited law school; member in good standing with the New York State Bar Association

• 10-12+ years of relevant legal experience; preferably with experience at a global financial services firm/alternative asset manager with retail products

• Fund structuring experience is required

• Experience with RICs, REITs or non-traded OpCos is a plus

• Tax M&A experience is a plus

• Experience with fund of funds is a plus

• Flexibility to work across different business units as needs arise

• Exceptional communication skills, both written and oral; ability to distill complex concepts into discernable terms

• Superior interpersonal skills; builds and maintains strong relationships/credibility with relevant stakeholders

• Ability to work independently as well as in collaborative partnership with the team

• Thrives in a fast-paced, rigorous work environment; effectively anticipates and prioritizes work to meet deadlines

• Ability to think critically and solve challenges with innovative solutions

• Entrepreneurial, self-guided work ethic with results-driven orientation

Pay Range

The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here.