Full-Time

Associate – Tax

Hedge Funds

Confirmed live in the last 24 hours

SS&C

SS&C

10,001+ employees

Cloud-based financial services technology solutions

No salary listed

Entry, Junior

Company Does Not Provide H1B Sponsorship

Boston, MA, USA + 1 more

More locations: Maine, USA

Hybrid work model; candidates may work remotely but must be able to commute to Boston, MA for in-office days.

Category
Insurance
Investment Banking
Private Equity
Risk Management
Finance & Banking
Required Skills
Excel/Numbers/Sheets
Requirements
  • 0-2 years of partnership tax experience with a main concentration in either real estate, private equity and/or hedge funds
  • Experience with aggregate allocations, layering would be a plus
  • Knowledge of foreign reporting requirements
  • Solid MS Excel and GoSystems knowledge is required
  • Excellent interpersonal and communication skills
  • Strong analytical and problem solving skills with the ability to meet deadlines
  • Team player, ability to set priorities and direct team members accordingly, highly organized, attentive to detail and ability to multi-task
Responsibilities
  • Prepare and conduct first level review of Federal and state partnership tax returns utilizing Go System RIA
  • Work with staff to perform the following functions:
  • Calculate foreign tax withholding and prepare necessary tax forms
  • Prepare quarterly tax estimates and year-end projections
  • Prepare book to tax income reconciliation
  • Work with staff in the preparation of tax work papers and perform the following tax analyses including: Wash Sales, Constructive sales, Straddles, Market Discount, Swaps – bullet and NPC, K-1 summary analyses
  • Collect and review documentation to support tax return filings
  • Perform research of relevant tax laws, regulations and rulings to determine proper tax treatment of issues
  • Analyze company financial statements
Desired Qualifications
  • Experience with aggregate allocations, layering would be a plus

SS&C Technologies provides cloud-based technology solutions specifically for financial services, focusing on investment and asset management firms. Their software and services help clients streamline operations, cut costs, and enhance efficiency in managing portfolios and investments. SS&C's offerings are primarily subscription-based, generating revenue through recurring fees for their software-as-a-service (SaaS) products. This allows financial institutions to automate and optimize their back-office operations, enabling them to concentrate on their main business activities. Unlike many competitors, SS&C has a long-standing history of growth and innovation, consistently expanding its product range to adapt to the changing demands of the financial services sector.

Company Size

10,001+

Company Stage

IPO

Headquarters

Windsor, Connecticut

Founded

1986

Simplify Jobs

Simplify's Take

What believers are saying

  • Expansion into Saudi Arabia taps into a rapidly growing financial market.
  • Increased demand for ESG solutions aligns with SS&C's technology offerings.
  • AI integration enhances SS&C's predictive analytics and personalized investment services.

What critics are saying

  • Emerging fintech startups may erode SS&C's market share with lower-cost solutions.
  • Geopolitical tensions could impact SS&C's operations in the Middle East.
  • Rapid technological advancements require continuous R&D investment, affecting profit margins.

What makes SS&C unique

  • SS&C offers comprehensive cloud-based solutions for financial services firms.
  • The company has a strong presence in investment and asset management sectors.
  • SS&C's subscription-based model ensures consistent revenue through SaaS offerings.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Paid Holidays

Parental Leave

Hybrid Work Options

Professional Development Budget

Company News

PR Newswire
Apr 11th, 2025
Ssc Globeop Hedge Fund Performance Index And Capital Movement Index

SSC GlobeOp Hedge Fund Performance Index: March performance -1.61%; Capital Movement Index:  April net flows advance 0.24%. WINDSOR, Conn., April 11, 2025 /PRNewswire/ -- SSC Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the gross return of the SSC GlobeOp Hedge Fund Performance Index for March 2025 measured -1.61%. Hedge fund flows as measured by the SSC GlobeOp Capital Movement Index advanced 0.24% in April

Benzinga
Apr 7th, 2025
SS&C Expands Into Middle East With New Saudi Arabia Office

SS&C expands into Middle East with new Saudi Arabia office.

PR Newswire
Apr 7th, 2025
Ssc Strengthens Middle East Business With Saudi Arabia Office

WINDSOR, Conn., April 7, 2025 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced an expansion of its global footprint by opening a new office in Riyadh, Saudi Arabia. The office will enable SS&C to forge new relationships and work more closely with the Capital Markets Authority and the Saudi Arabian Monetary Agency.SS&C's Middle East business serves 850 financial institutions and corporate clients; 150 of these clients are in Saudi Arabia. SS&C offers leading software and services solutions across investment management, risk management, automation and deal services. Issa Jadon, Director, will lead the new office."We are excited to extend our business in Saudi Arabia," said Bill Stone, Chairman and CEO. "With more than $3 trillion in investments likely under Saudi Arabia's Vision 2030 economic transformation program, the Kingdom's financial services market is expanding rapidly

PR Newswire
Apr 3rd, 2025
Ssc To Release First Quarter 2025 Earnings

WINDSOR, Conn., April 3, 2025 /PRNewswire/ -- SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services and healthcare software and software-enabled services, will announce its financial results for the first quarter ended March 31, 2025 after the close of the market on Thursday, April 24, 2025. The earnings conference call, scheduled for Thursday, April 24, 2025 at 5:00 p.m. Eastern Time, will discuss first quarter 2025 results.Details of the release are as follows:News Release: To be released on April 24, 2025. The release will be available over PR Newswire and from SS&C's website at www.ssctech.com. To receive the press release via email immediately after wire distribution, visit investor.ssctech.com and click on Email Alerts.Earnings Call: Dial 888-210-4650 (US and Canada) or 646-960-0327 (International) and request the "SS&C Technologies First Quarter 2025 Earnings Conference Call"; conference ID #4673675.Webcast: A live webcast of its earnings conference call will be available at the Investor Relations section of SS&C's website, investor.ssctech.com

PR Newswire
Apr 1st, 2025
Principal Real Estate Income Fund Declares Monthly Distributions Of $0.105 Per Share

DENVER, April 1, 2025 /PRNewswire/ -- Principal Real Estate Income Fund (the "Fund"), which is traded on the New York Stock Exchange under the symbol "PGZ," announced the declaration of monthly distributions of $0.105 per common share, payable on the dates noted below. Based on the Fund's current net asset value share price of $11.57 (as of market close on March 27, 2025), the distributions represent an annualized distribution rate of 10.89%. The following dates apply to the distributions declared: