Associate Director, Hedge Fund Tax

Associate Director, Hedge Fund Tax

Boston, MA

New York, NY

Union, NJ

Dallas, TX

Full time

R27909

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 | NYC| Union, NJ | Dallas, TX | 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  
• 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: 

• 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 

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

NY: Salary range for the position: $85,000 USD to $155,000 USD.