Full-Time

Ric / US Tax

Associate Director

Posted on 3/13/2025

SS&C

SS&C

10,001+ employees

Cloud-based financial services technology solutions

No salary listed

Senior, Expert

Company Does Not Provide H1B Sponsorship

Hyderabad, Telangana, India

Office location is in Hyderabad.

Category
Financial Accounting
Tax Accounting
Accounting
Requirements
  • Degree in Accounting, CPA preferred
  • Tax experience, preferably in the mutual fund industry and/or corporation or small business, including supervisory experience
  • Strong interpersonal skills
  • Excellent attention to detail and accuracy
  • Ability to self-start and work with little direction
Responsibilities
  • Primary contact for the provision and coordination of tax services related to each assigned client
  • Review and approve calculations prepared by Tax Accountants and reviewed by Senior Tax Accountants or Tax Supervisors
  • Review tax provision and ROCSOP for annual audit and excise periods, including researching all necessary book-to-tax adjustments to ensure each is properly made
  • Coordinate with auditors for review and sign-off of tax provisions for fiscal and excise periods
  • Review tax status of investments held in each fund and research as needed
  • Review distribution calculations on a monthly, quarterly or annual basis
  • Assure that RIC status is maintained pursuant to Subchapter M of the IRC
  • Assist Tax Compliance Manager, as necessary, with the provision of 1099 reporting information for use by transfer agency
  • Assist Tax Compliance Manager, as necessary, with the review of shareholder communications to be mailed with Forms 1099
  • Assist the Senior Vice President/Director of Tax Administration with issues and questions that arise
  • Provide clients with information and special reports, as requested
  • Review calculations prepared by Tax Accountants
  • Provide training and guidance to Tax Accountants, Senior Tax Accountants and Tax Supervisors

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 needs of the financial services sector.

Company Size

10,001+

Company Stage

IPO

Headquarters

Windsor, Connecticut

Founded

1986

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Simplify's Take

What believers are saying

  • Growing demand for ESG reporting solutions boosts SS&C's compliance and transparency tools.
  • Partnership with Morningstar enhances SS&C's Black Diamond Wealth Platform capabilities.
  • Arrowpoint Investment Partners' selection of SS&C highlights its expertise in fund administration.

What critics are saying

  • Emerging fintech startups may erode SS&C's market share with innovative, cost-effective solutions.
  • Continuous R&D investment is necessary to keep pace with rapid technological advancements.
  • Integration challenges with Morningstar's suite may lead to delays or increased costs.

What makes SS&C unique

  • SS&C offers comprehensive cloud-based solutions for financial services, enhancing operational efficiency.
  • The company provides specialized software for diverse financial sectors, including wealth and asset management.
  • SS&C's subscription-based model ensures consistent revenue through recurring fees for 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

MarketBeat
Mar 22nd, 2025
Royce & Associates LP Has $1.79 Million Holdings in Civeo Co. (NYSE:CVEO)

State Street Corp acquired a new stake in Civeo in the 3rd quarter valued at approximately $222,000.

PR Newswire
Mar 13th, 2025
Ssc Globeop Hedge Fund Performance Index And Capital Movement Index

SSC GlobeOp Hedge Fund Performance Index: February performance -1.02%SSC GlobeOp Capital Movement Index: March net flows advance 0.63%. WINDSOR, Conn., March 13, 2025 /PRNewswire/ -- SSC Technologies Holdings, Inc. (Nasdaq: SSNC) today announced the gross return of the SSC GlobeOp Hedge Fund Performance Index for February 2025 measured -1.02%. Hedge fund flows as measured by the SSC GlobeOp Capital Movement Index advanced 0.63% in March

PR Newswire
Mar 12th, 2025
Ssc Alps Advisors Announces Share Split Of The Alps Equal Sector Weight Etf (Eql)

DENVER, March 12, 2025 /PRNewswire/ -- SSC ALPS Advisors announced today that the Board of Trustees of the ALPS ETF Trust has approved a 3-for-1 split of the shares of the ALPS Equal Sector Weight ETF (NYSE Arca: EQL). The split of EQL will be effective at the market open on April 1, 2025. EQL will continue to trade on the NYSE Arca under the same ticker symbol

IT Press Releases
Mar 4th, 2025
The Top Fund Administration Software Vendors According to the FeaturedCustomers Winter 2025 Customer Success Report

Market Leaders - Allvue Systenms, Carta, FIS, and SS&C Technologies were given the highest "Market Leader" award.

Investing.com
Mar 3rd, 2025
BMO cuts Morningstar price target to $370, keeps Outperform

In other recent news, Morningstar, Inc. has announced a strategic partnership with SS&C Technologies, integrating its Direct Advisory Suite with SS&C's Black Diamond (NASDAQ:CLAR) Wealth Platform.

INACTIVE