Tax Associate

1 week ago

New York, New York, United States SS&C Full time

SS&C is a leading global provider of investment and financial services and software tailored for the financial services and healthcare sectors. Recognized on the Fortune 1000 list as a top U.S. company by revenue, SS&C is based in Windsor, Connecticut, employing over 20,000 professionals across more than 90 offices in 35 countries. Our solutions are utilized by approximately 18,000 financial services and healthcare organizations, ranging from the largest institutions to local firms, to manage and account for their investments.

Position Overview

Tax Associate

Locations: NYC | Union, NJ | Hybrid

Why You Will Appreciate Working 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.

Key Responsibilities:

  • Examine clients' financial documents (financial statements, trial balances, etc.) and identify necessary book-to-tax adjustments.
  • Calculate taxable income and prepare partnership tax allocations for hedge funds, private equity funds, fund-of-funds, and other alternative investment funds.
  • Prepare federal and state partnership and corporate income tax returns utilizing GoSystems.
  • Generate Schedule K-1's, Schedule K-1 equivalents, tax estimates, and other tax reporting for clients' investors.
  • Complete international U.S. tax forms (i.e., Form 5471, 8621, 8858, 8865).
  • Calculate federal and state withholding tax payments and prepare related withholding tax forms.
  • Research various tax issues and communicate with clients regarding them.
  • Engage with IRS and state tax authorities.

Qualifications:

  • Proficient in reviewing clients' financial information (financial statements, trial balances, etc.) and identifying necessary book-to-tax adjustments.
  • Experience in calculating taxable income and preparing partnership tax allocations for hedge funds, private equity funds, fund-of-funds, and other alternative investment funds.
  • Skilled in preparing federal and state partnership and corporate income tax returns using GoSystems.
  • Ability to prepare Schedule K-1's, Schedule K-1 equivalents, tax estimates, and other tax reporting for clients' investors.
  • Knowledgeable in completing international U.S. tax forms (i.e., Form 5471, 8621, 8858, 8865).
  • Capable of calculating federal and state withholding tax payments and preparing related withholding tax forms.
  • Adept at researching various tax issues and corresponding with clients.
  • Experienced in liaising with IRS and state tax authorities.

Thank you for considering this opportunity with SS&C. To further explore this position, please apply through our careers page on the corporate website.

#LI-DE1

#LI-Hybrid

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: 58,500 USD to 95,000 USD.

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