Associate Director, Mutual Fund Tax

SS&C Technologies•Boston, MA

7d•$95,000 - $180,000•Hybrid

About The Position

We are seeking a highly experienced and detail-oriented Associate Director to lead our Mutual Fund Tax team, ensuring accurate and timely tax compliance and reporting for a diverse portfolio of mutual funds. This role requires deep expertise in investment company taxation and strong leadership capabilities.

Requirements

Bachelor's degree in Accounting, Finance, or a related field
Minimum of 8-+ years of progressive experience in mutual fund taxation, with at least 3-5 years in a leadership or supervisory role
Extensive knowledge of Subchapter M of the Internal Revenue Code and other relevant tax regulations applicable to regulated investment companies (RICs)
Proven experience with tax compliance software (e.g., GoSystem Tax RS, ONESOURCE) and strong proficiency in Microsoft Excel
Demonstrated ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced environment
Exceptional analytical, problem-solving, and decision-making skills
Excellent written and verbal communication skills, with the ability to articulate complex tax concepts clearly and concisely
Strong interpersonal skills and the ability to build and maintain effective working relationships with internal and external stakeholders
Proven leadership abilities with a track record of successfully managing, developing, and motivating a team

Nice To Haves

Master's degree in Taxation is a plus
CPA certification highly preferred

Responsibilities

Oversee the preparation and review of all federal, state, and local income tax returns for various mutual fund structures (e.g., RICs, ETFs, UITs)
Manage the calculation and distribution of shareholder dividends and capital gains, ensuring compliance with IRC Sections 851-855
Direct the preparation of tax provisions, estimated tax payments, and year-end tax planning for mutual funds
Lead the research and interpretation of complex tax regulations and pronouncements affecting the mutual fund industry
Serve as a primary point of contact for external auditors and tax authorities during examinations and inquiries
Develop and implement tax strategies to optimize fund performance and minimize tax liabilities while adhering to regulatory requirements
Mentor, train, and develop a team of tax professionals, fostering a high-performance and collaborative environment
Collaborate cross-functionally with fund accounting, legal, compliance, and portfolio management teams
Identify and implement process improvements and technological solutions to enhance efficiency and accuracy in tax reporting
Stay abreast of industry trends, legislative changes, and best practices in mutual fund taxation