About The Position

The Associate Manager is responsible for onboarding new clients, including configuring mappings to achieve desired tax outcomes and validating data through test runs. Monitors live client data flows, identifies transmission issues, and works with developers to resolve breaks quickly. SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

Requirements

  • 7+ years' experience in securities partnership tax experience
  • Above-average proficiency with MS Excel
  • Excellent written and verbal communication skills
  • Good understanding of the theory & mechanics of securities taxation and aggregate allocations

Nice To Haves

  • Self-motivated with strong analytical, problem-solving and interpersonal skills
  • Ability to interact with a team of non-tax professional developers
  • Ability to work professional service firm hours
  • Aptitude for technology, including a basic understanding of data enrichment and data normalization

Responsibilities

  • Onboard new clients, including creating client mappings that produce a desired tax outcome
  • Test run data sets
  • Ensure any validations and exceptions that arise are cleared
  • Monitoring live clients for data transmission breaks
  • Work with a team of developers to remedy breaks when they occur
  • Liaise with development, internal management and other departments as needed
  • Manage deliverables and meet tight deadlines

Benefits

  • medical
  • dental
  • vision coverage
  • a 401(k) plan with company match
  • paid time off
  • holidays
  • parental leave
  • professional development reimbursement opportunity
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