Director - Private Equity Tax

SS&C Technologies • Union, NJ

38d • Hybrid

About The Position

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job Description Job Title: Director, Tax Get To Know Us: SS&C is leading the way. We continue to look for todays and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. The Director for Private Equity Tax will lead and manage the tax compliance and advisory services for a portfolio of private equity funds and their underlying investments. This role requires extensive expertise in private equity taxation, strong leadership skills, and the ability to drive strategic tax initiatives.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field; advanced degree and/or CPA preferred
• Minimum of 10-12 years of progressive experience in private equity tax, with a portion in a leadership or management role, preferably within a public accounting firm or a prominent private equity firm.
• Deep expertise in partnership tax, sub-chapter K, and international tax considerations for private equity funds.
• Proven track record of managing complex tax engagements and leading teams.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent written and verbal communication skills, with the ability to articulate complex tax concepts clearly and concisely to diverse audiences.
• Demonstrated ability to build and maintain strong client relationships.
• Proficiency with tax compliance software and research tools.
• Ability to thrive in a fast-paced, deadline-driven environment.

Responsibilities

• Oversee and manage the preparation and review of federal, state, and international tax returns for private equity funds, including K-1s, partnership returns, and related filings.
• Provide strategic tax planning and advisory services to private equity clients, including structuring new investments, dispositions, and complex transactions to optimize tax efficiency.
• Lead and mentor a team of tax professionals, fostering a collaborative and high-performance environment.
• Act as a primary point of contact for private equity clients, building strong relationships and understanding their evolving tax needs.
• Stay abreast of current and proposed tax legislation impacting the private equity industry, assessing potential implications and advising clients accordingly.
• Manage and coordinate tax audits and inquiries from various tax authorities.
• Collaborate with internal teams, including legal, operations, and fund administration, to ensure seamless service delivery and compliance.
• Develop and implement best practices for tax processes and procedures to enhance efficiency and accuracy.
• Participate in business development activities, including client presentations and proposal development.

Benefits

• Flexibility: Hybrid Work Model and 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
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees