Associate Director, Tax

3 weeks ago


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



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