Associate Director, Tax

2 weeks ago


Boston, 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.

  • Boston, United States SS&C 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...

  • Tax Associate

    3 weeks ago


    Boston, United States The Gagnon Group LLC Full time

    Job DescriptionJob DescriptionDescription:Tax Associate, (Boston, MA, Hoboken, NJ) – FandlGagnon, LLC www.fandlgagnon.com has an immediate opening for an entry level position to focus on federal and state income tax, sales and use tax and property tax outsourcing, consulting and advocacy in our Boston, MA or Hoboken, NJ office. This position also allows...


  • Boston, United States crescentiasolutions Full time

    Job DescriptionJob DescriptionMust-Haves 1 Bachelor's degree in Accounting, Finance, or related field from four-year college or university required 2 Certified Public Accountant (CPA) required 3 At least 7 years related experienceNice-To-Haves 1 Experience with accounting software, inter-fund accounting for subsidiary entities; nonprofit accounting...


  • Boston, United States CareerBuilder Full time

    Senior HNW Tax Director About the Company Market leader in the wealth management space Industry Investment Management Type Privately Held About the Role The Senior HNW Tax Director will be responsible for providing dynamic leadership to steer the tax department toward improved operational efficiency and numerical accuracy that aligns with critical business...

  • Tax Associate

    3 weeks ago


    Boston, United States 5 Legal Full time

    Job DescriptionJob DescriptionA global and top 200 Am Law firm seeks an associate to join their Tax Group in their Boston office.The ideal candidate must have 4+ tax experience and will have mergers and acquisitions, capital markets, and corporate finance experience, and will also assist clients with equity financings, technology transfers, complex licensing...

  • Tax Senior Associate

    3 weeks ago


    Boston, United States The Gagnon Group LLC Full time

    Job DescriptionJob DescriptionDescription:Tax Senior Associate, (Boston, MA, Hoboken, NJ) – FandlGagnon, LLC www.fandlgagnon.com has an immediate opening for a senior associate level position with two to five years of experience to focus on federal and state income tax, sales and use tax and property tax outsourcing, consulting and advocacy in our Boston,...

  • Tax Senior Associate

    2 weeks ago


    Boston, United States The GAGNON Group LLC Full time

    Job Description Job Description Description: Tax Senior Associate, (Boston, MA, Hoboken, NJ) – FandlGagnon, LLC www.fandlgagnon.com has an immediate opening for a senior associate level position with two to five years of experience to focus on federal and state income tax, sales and use tax and property tax outsourcing, consulting and advocacy in our...


  • Boston, United States SS&C 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...


  • Boston, MA, United States Iberdrola Full time

    The base salary range for this position is dependent upon experience and location, ranging from: $156,000 - $224,000Purpose:The Tax Director – Renewables Partnership Reporting provides tactical leadership, coaching and oversight to a team of skilled team of co-sourced tax professionals who produce the companies’ income tax reporting, compliance, and tax...


  • Boston, United States Alvarez & Marsal Full time

    As a member of the A&M Global Transaction Tax team, you will: Perform due diligence, including review of tax returns, financials, and other documentation to identify and evaluate potential tax risks and opportunities; Review and comment on tax aspect Tax, Transaction, Associate, Global, Senior, Tax Professional, Accounting, Business Services

  • Director, Tax Counsel

    5 hours ago


    Boston, United States Fidelity Investments Full time

    **The Role** **The Expertise and Skills You Bring** - J.D. or CPA. with 4+ years of relevant law firm, Big 4 or industry experience as a practicing attorney or CPA - General comfort with tax laws, regulations and practices, particularly those related to Subchapter K - Familiarity with private credit, fund of funds, real estate, derivates, information...

  • Tax Associate

    2 weeks ago


    Boston, United States Roessel Joy Full time

    Job Description Essential functions: Plan, coordinate, and supervise the various phases of an audit engagement. Assume responsibility for the supervision of tax return preparation engagements. Keep abreast of tax regulations, changes and accounting research. Education, Skills and Experience: Minimum three to five years of auditing and tax experience...

  • Tax Associate

    2 weeks ago


    Boston, United States LHH Full time

    LHH is working with a boutique law firm in Boston to find a mid-level Tax Associate who will assist with various tax matters related to real estate transactions involving one or more federal and/or state tax credits, e.g. Low Income Housing Tax Credit (LIHTC). This is a fantastic opportunity offering: Hybrid schedule (2 days in office, 3 days remote)Highly...

  • Tax Associate

    3 weeks ago


    Boston, United States LHH Full time

    LHH is working with a boutique law firm in Boston to find a mid-level Tax Associate who will assist with various tax matters related to real estate transactions involving one or more federal and/or state tax credits, e.g. Low Income Housing Tax Credit (LIHTC). This is a fantastic opportunity offering: Hybrid schedule (2 days in office, 3 days remote)Highly...

  • Tax Associate

    2 weeks ago


    Boston, United States LHH Full time

    LHH is working with a boutique law firm in Boston to find a mid-level Tax Associate who will assist with various tax matters related to real estate transactions involving one or more federal and/or state tax credits, e.g. Low Income Housing Tax Credit (LIHTC). This is a fantastic opportunity offering: Hybrid schedule (2 days in office, 3 days remote)Highly...

  • Tax Manager

    3 weeks ago


    Boston, Massachusetts, United States Autokiniton Full time

    We are AUTOKINITON AUTOKINITON delivers operational excellence, high-quality execution, and customer service. We offer 100% vertical integration capabilities such as end-to-end engineering, manufacturing, and in-house logistics. We're proud of our Tier 1 supplier legacy for manufacturing propulsion-agnostic, structural automotive components, and assemblies...

  • Senior Tax Associate

    11 hours ago


    Boston, MA, United States Page Executive Full time

    3 days a week in the office/ 2 days REMOTE each weekOffice is based in Boston's SeaportAbout Our ClientMy client is a large, national, professional services firm based in Boston's Seaport. They have around 400 employees and have won multiple awards recognizing their excellent employee satisfaction levels. This role is 3 days a week in the office, and 2 days...

  • Tax Consultant

    2 weeks ago


    Boston, United States Regal Executive Search Full time

    Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise. Conduct primary and secondary review of complicated or complex income tax returns including C-Corp, S-Corp, Partnerships and individual clients. Research and consult on various tax matters. Excellent analytical, technical, and tax accounting/technology...

  • Tax Consultant

    2 weeks ago


    Boston, United States CareerBuilder Full time

    Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise. Conduct primary and secondary review of complicated or complex income tax returns including C-Corp, S-Corp, Partnerships and individual clients. Research and consult on various tax matters. Excellent analytical, technical, and tax accounting/technology...


  • Boston, United States CBIZ Full time

    With over offices and nearly 7, associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ is honored to be the recipient of...