Associate Director, Tax

1 month ago


New York, United States SS&C Technologies Full time

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Associate Director, Tax

Locations: Boston, MA | NY | 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:

* Lead team on different client relationships simultaneously.
* Determine milestone and maintain tax calendar to meet client deliverables
* Review Federal & State partnership tax returns (prepared using GoSystem RIA) along with work papers for fund of funds clients
* Review tax estimates for partners of funds
* Review State & Foreign tax withholding payments
* Review and reconcile cumulative book to tax income and expense adjustments
* Review documentation to support tax return filings
* Review incentive fee reallocations and capital gain allocations via aggregation
* Oversee the collection and tracking of external K1s, PFICs, true-ups, estimated K-1s and review K-1 summary and tax analyses
* Able to review and interpret footnote disclosures
* 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 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 To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

#LI-AD2

#LI-Hybrid

#CA-AD

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.

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: 150,000 USD to 180,000 USD.



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