Senior Tax Analyst

SS&C Technologies • Boston, MA

2d • Hybrid

About The Position

We are seeking a detail-oriented tax professional to join our team supporting complex partnership and investment fund tax operations in a fast-paced financial services environment. In this role, you will collaborate across accounting and tax functions, contribute to innovative tax allocation solutions, and play a key part in delivering high-quality client service while advancing your technical expertise.

Requirements

• Bachelor’s or Master’s degree in accounting – CPA/MBA a plus
• A solid understanding of the accounting & tax treatments applicable to a wide variety of publicly & privately traded domestic & foreign financial instruments including equities, debt, forwards, futures, options, swaps & derivatives
• 2-5 years of tax experience in partnerships, hedge funds and financial services
• Experience with tax adjustments related to investments and partnership capital transactions.
• Excellent interpersonal and communication skills
• Well-organized and self-motivated to deliver an outstanding product
• Team Player, attentive to detail and proven ability to multi-task
• An above-average proficiency in the use of MS Excel as well as a working knowledge of the entire MS Office product suite
• Strong analytical and problem-solving skills and proven ability to meet deadlines while maintaining a high level of client service

Nice To Haves

• Knowledge of foreign reporting requirements a plus
• Excellent interpersonal and communication skills
• Team Player, attentive to detail and proven ability to multi-task
• At least 2 years of recent partnership tax accounting experience, preferably in the area of investment partnerships

Responsibilities

• Prepare tax workpapers
• Responsible for meeting client deliverable due dates
• Develops and implements solutions to partnership tax allocation issues within the framework of our proprietary software
• Interacts with internal fund accounting staff on an as-needed basis to provide tax accounting guidance
• Assists in the maintenance and testing of our software, workpapers & procedures by analyzing changes in tax and industry requirements and suggests improvements
• Performs research of relevant tax laws, regulations and rulings to determine the proper tax treatment of issues
• Analyzes company financial statements

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior