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SS&C

Cloud-based SaaS for financial operations

Associate Director - US Tax 1065

Tax AccountingConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • Ability to operate a team effectively and in accordance with company guidelines and standards.
  • Ability to act as a technical and knowledge resource to the business unit.
  • Ability to build client relationships and demonstrate knowledge of client business.
  • Ability to train staff in relevant tax matters.
  • Ability to oversee implementation and assignment of new clients.
  • Ability to review offering documents and partnership agreements with counsel.
  • Ability to ensure timely, high-quality internal and external communications.
  • Ability to monitor quality assurance and promote a positive company image in communications.
  • Ability to communicate regularly with clients and accounting firms and document relevant matters.
  • Ability to resolve issues and address high-level client requests.

Responsibilities

  • Be responsible for assigned client deliverables and participate in reviewing assigned tax deliverables.
  • Assist the Senior Vice President in setting departmental policies, procedures, and standards, and maintain and monitor them.
  • Allocate client deliverables across staff levels, monitor staff timesheets and weekly workload, and manage day-to-day activities while supervising tax staff.
  • Document and maintain files of tax-related issues, resolutions, positions, and methodologies by fund.
  • Set up and attend meetings with the accounting group to identify key issues, increase knowledge of fund accounting, and improve information-flow efficiency.
  • Comment on staff performance reviews and support staff development.
  • Assist the Senior Vice President with reviewing offering documents and partnership agreements in conjunction with counsel, and with value-added services and consultation on high-level tax matters.
  • Ensure timely, high-quality internal and external communications; perform regular reporting to the Senior Vice President and other senior management; and document relevant client and accounting-firm matters.

About the Company

SS&C

Cloud-based SaaS for financial operations

SS&C Technologies provides cloud-based software and services for financial services firms, focusing on investment and asset management. Its subscription-based SaaS tools automate back-office tasks, portfolio and investment management, and related workflows, all hosted in the cloud. The platform integrates with other financial systems to manage assets, processing, reporting, and compliance from a single place, helping reduce manual work and costs. By offering breadth across wealth, asset, and property management with a services-enabled SaaS model, its goal is to automate, standardize, and optimize back-office operations so firms can focus on managing investments and client relationships.

Company size
10,001+
Company stage
IPO
Headquarters
Windsor, CT
Founded
1986

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