Associate Director, Mutual Fund Tax

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: Associate Director, Mutual Fund Tax

Locations: Boston, MA (hybrid)

About The Role
We are seeking a highly experienced and detail-oriented Associate Director to lead our Mutual Fund Tax team, ensuring accurate and timely tax compliance and reporting for a diverse portfolio of mutual funds. This role requires deep expertise in investment company taxation and strong leadership capabilities.

Why Join SS&C

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.

How You Will Make An Impact
Oversee the preparation and review of all federal, state, and local income tax returns for various mutual fund structures (e.g., RICs, ETFs, UITs)
Manage the calculation and distribution of shareholder dividends and capital gains, ensuring compliance with IRC Sections 851-855
Direct the preparation of tax provisions, estimated tax payments, and year-end tax planning for mutual funds
Lead the research and interpretation of complex tax regulations and pronouncements affecting the mutual fund industry
Serve as a primary point of contact for external auditors and tax authorities during examinations and inquiries
Develop and implement tax strategies to optimize fund performance and minimize tax liabilities while adhering to regulatory requirements
Mentor, train, and develop a team of tax professionals, fostering a high-performance and collaborative environment
Collaborate cross-functionally with fund accounting, legal, compliance, and portfolio management teams
Identify and implement process improvements and technological solutions to enhance efficiency and accuracy in tax reporting
Stay abreast of industry trends, legislative changes, and best practices in mutual fund taxation
Required Experience

• Bachelor's degree in Accounting, Finance, or a related field
• Minimum of 8-+ years of progressive experience in mutual fund taxation, with at least 3-5 years in a leadership or supervisory role
• Extensive knowledge of Subchapter M of the Internal Revenue Code and other relevant tax regulations applicable to regulated investment companies (RICs)
• Proven experience with tax compliance software (e.g., GoSystem Tax RS, ONESOURCE) and strong proficiency in Microsoft Excel
• Demonstrated ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced environment
• Exceptional analytical, problem-solving, and decision-making skills
• Excellent written and verbal communication skills, with the ability to articulate complex tax concepts clearly and concisely
• Strong interpersonal skills and the ability to build and maintain effective working relationships with internal and external stakeholders
• Proven leadership abilities with a track record of successfully managing, developing, and motivating a team

What Sets You Apart

• Master's degree in Taxation is a plus
• CPA certification highly preferred

Join SS&C, where innovation meets global opportunities. Click here to apply.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.

Massachusetts: The expected base salary for the position is between 95000 USD to 180000 USD.

 

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.