What are the responsibilities and job description for the Associate Director, Hedge Fund Tax position at SS&C?
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000 employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's 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 world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s 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:
- Bachelor’s degree in Accounting or a Master’s 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
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @
www.ssctech.com/careers
.
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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.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
