Manager, PE Tax

Manager Tax Private Equity

Locations: NYC Union NJ Hybrid

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code including jeans
• Your Future: 401k Matching Program Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off Sick Leave Paid Holidays
• Your Wellbeing: Medical Dental Vision Employee Assistance Program Parental Leave
• Diversity & Inclusion: Committed to Welcoming Celebrating and Thriving on Diversity
• Training: Hands-On Team-Customized including SS&C University
• Extra Perks: Discounts on fitness clubs travel and more!

What You Will Get To Do:

• Review Federal and State partnership tax returns (prepared using GoSystems) and work papers for hedge fund clients
• Review tax estimates for partners of funds
• Review state and foreign tax withholding payments
• Review and reconcile cumulative book to tax income and expense adjustments
• Maintain federal state and local tax calendar
• Review documentation to support tax return filings
• Review incentive fee reallocations and capital gain allocations via aggregation and layering
• Review tax analysis including wash sale constructive sale straddle mark to market adjustments
• Perform research of relevant tax laws regulations and rulings to determine proper tax treatment of issues (Federal and state)
• Review and analyze company financial statements
• Respond to tax notices
• Client interaction
• Supervise and mentor a tax team

What You Will Bring:

• Bachelors degree in Accounting and/or Tax; Masters degree in Taxation or CPA preferred
• 8 years of partnership tax experience with primary emphasis in hedge fund required fund of funds experience preferred
• 4 years of supervisory experience
• Extensive experience with multi state tax return filings
• Strong experience with state tax filings due to resident partners
• Strong experience with state tax filings due to source income
• Strong experience with state withholding tax payments and entity level taxes
• Strong experience with reviewing partnership allocations
• Knowledge of foreign reporting requirements
• Knowledge of K-1 suite software helpful
• Strong managerial and organizational skills
• Solid MS Excel knowledge
• Excellent interpersonal and communication skills
• Team Player attentive to detail and proven ability to multi-task

Thank you for your interest in SS&C! To further explore this opportunity please apply through our careers page on the corporate website at explicitly requested or approached by SS&C Technologies Inc. or any of its affiliated companies the company will not accept unsolicited resumes from headhunters recruitment agencies or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race color religious creed gender age marital status sexual orientation national origin disability veteran status or any other classification protected by applicable discrimination laws.