Associate Director, 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, Tax Services - Hedge Funds

Locations: Boston, MA (Hybrid)

About the Role

The Tax Department leads the Company’s day-to-day tax operations, including the filing of federal, state, foreign, income, sales and use, VAT, and other tax returns.  The Tax Department also oversees all facets of foreign tax reporting.  The Tax team is part of the Finance organization located in New York, NY, with regional locations in London, Sao Paulo and Singapore

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 

• Lead team on different client relationships simultaneously.
• Determine milestone and maintain tax calendar to meet client deliverables
• Review Federal and State partnership tax returns (prepared using GoSystems) and work papers for hedge fund clients
• Review tax estimates for partners of funds
• Review state and foreign tax withholding payments
• Review and reconcile cumulative book to tax income and expense adjustments
• Maintain federal, state, and local tax calendar
• Review documentation to support tax return filings
• Review incentive fee reallocations and capital gain allocations via aggregation and layering
• Review tax analysis, including wash sale, constructive sale, straddle, mark to market adjustments
• Perform research of relevant tax laws, regulations and rulings to determine proper tax treatment of issues (Federal & State)
• Review and analyze company financial statements
• Manage client relationships
• Mentor team to improve their skills and help them grow as tax professionals
• Respond to tax notices

Required Experience

• Bachelor’s degree in Accounting or a Master’s in Taxation
• CPA License a plus
• 10+ years of partnership tax experience Extensive experience with state tax filings due to resident partners, source income
• Extensive experience with state withholding tax payments and entity level taxes
• Extensive experience with reviewing partnership allocations
• Extensive experience with foreign reporting requirements

What Sets You Apart

• Strong supervisory and organizational skills
• Solid MS Excel knowledge and GoSystems, CCH Axcess, CCH ProSystem fx Software Experience
• Excellent interpersonal and communication skills
• Team Player, attentive to detail and proven ability to multi-task

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.

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.