Associate Director, Tax
SS&C Technologies•Boston, MA
•Hybrid
About The Position
The Tax Department leads the Company’s day-to-day tax operations, including the filing of federal, state, foreign, income, sales and use, VAT, and other tax returns. The Tax Department also oversees all facets of foreign tax reporting. The Tax team is part of the Finance organization located in New York, NY, with regional locations in London, Sao Paulo and Singapore.
Requirements
- Bachelor’s degree in Accounting or a Master’s in Taxation
- 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
Nice To Haves
- CPA License a plus
- Solid MS Excel knowledge and GoSystems, CCH Axcess, CCH ProSystem fx Software Experience
- Excellent interpersonal and communication skills
- Team Player, attentive to detail and proven ability to multi-task
Responsibilities
- Lead team on different client relationships simultaneously.
- Determine milestone and maintain tax calendar to meet client deliverables
- Review Federal and State partnership tax returns (prepared using GoSystems) and work papers for hedge fund clients
- Review tax estimates for partners of funds
- Review state and foreign tax withholding payments
- Review and reconcile cumulative book to tax income and expense adjustments
- Maintain federal, state, and local tax calendar
- Review documentation to support tax return filings
- Review incentive fee reallocations and capital gain allocations via aggregation and layering
- Review tax analysis, including wash sale, constructive sale, straddle, mark to market adjustments
- 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
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
