Associate, Tax Reporting, Regulatory Services
SS&C•New York, NY
•Hybrid
About The Position
The Associate, Tax Reporting, Regulatory Services will be responsible for supporting the preparation, review, and filing of various tax reports for SS&C Technologies' clients, ensuring compliance with relevant regulatory requirements. This role involves data analysis, reconciliation, and interaction with internal and external stakeholders to facilitate accurate and timely reporting.
Requirements
- Bachelor's degree in Accounting, Finance or a related field
- 0-2 years of experience in tax, financial services operations, or a regulatory reporting environment
- Proficiency in Microsoft Excel (e.g., VLOOKUP, pivot tables, data manipulation)
- Excellent analytical and problem-solving skills with a keen attention to detail
- Strong verbal and written communication skills
- Ability to work independently and as part of a team in a fast-paced, deadline-driven environment
Nice To Haves
- Familiarity with tax reporting (e.g., FATCA, CRS) is a plus
- Experience with financial services platforms or tax compliance software is an advantage
Responsibilities
- Assist in the review and digitization of tax forms (e.g., IRS forms and self-certifications)
- Perform data extraction, manipulation, and reconciliation from various internal systems to support tax reporting processes
- Investigate and resolve tax-related data discrepancies and exceptions in a timely manner
- Collaborate with internal teams (e.g., operations, client service, technology) to gather necessary information and address reporting issues
- Stay updated on changes in tax regulations and reporting requirements impacting SS&C's clients and services
- Support the implementation of process improvements and automation initiatives within the tax reporting function
- Assist in responding to inquiries from clients, auditors, and tax authorities regarding tax reporting matters
- Maintain accurate and organized records of tax filings and supporting documentation
- Participate in testing of system enhancements related to tax reporting functionality
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
