Associate Director, Tax

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology.

Job Description

Associate Director Hedge Fund Tax

Locations: Boston MA Hybrid

Get To Know Us:

SS&C Technologies is the worlds largest independent hedge fund and private equity administrator as well as the largest mutual fund transfer agency. SS&Cs unique business model combines end-to-end expertise across financial services operations with proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries.

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
• Wide Ranging Perspectives:Committed to Celebrating the Variety of Backgrounds Talents and Experiences of Our Employees
• Training: Hands-On Team-Customized including SS&C University
• Extra Perks: Discounts on fitness clubs travel and more!

What You Will Get To Do:

• Lead team on different client relationships simultaneously.
• Determine milestone and maintain tax calendar to meet client deliverables
• 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 & State)
• Review and analyze company financial statements
• Manage client relationships
• Mentor team to improve their skills and help them grow as tax professionals
• Respond to tax notices

What You Will Bring:

• Bachelors degree in Accounting or a Masters in Taxation
• CPA License a plus
• 10 years of partnership tax experience Extensive experience with state tax filings due to resident partners source income
• Extensive experience with state withholding tax payments and entity level taxes
• Extensive experience with reviewing partnership allocations
• Extensive experience with foreign reporting requirements
• Strong supervisory and organizational skills
• Solid MS Excel knowledge and GoSystems CCH Axcess CCH ProSystem fx Software Experience
• Excellent interpersonal and communication skills
• Team Player attentive to detail and proven ability to multi-task

Unless 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.

Applications will be accepted on an ongoing basis until the position is filled.

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.