Associate, Tax Analyst - Hedge Funds

SS&C is seeking an Associate, Tax Analyst - Hedge Funds for a hybrid role in Boston, MA. This position involves preparing tax workpapers, developing solutions for partnership tax allocation issues, and collaborating with internal fund accounting staff. Key responsibilities include researching tax laws, analyzing financial statements, and assisting with software maintenance. Candidates should possess a Bachelor's degree in Accounting, 0-2 years of tax experience in financial services, and strong analytical and MS Excel skills.

Must Have

• Prepare tax workpapers
• Responsible for meeting client deliverable due dates
• Develops and implements solutions to partnership tax allocation issues within the framework of our proprietary software
• Interacts with internal fund accounting staff on an as-needed basis to provide tax accounting guidance
• Assists in the maintenance and testing of our software, workpapers & procedures by analyzing changes in tax and industry requirements and suggests improvements
• Experience with tax adjustments related to investments and partnership capital transactions
• Performs research of relevant tax laws, regulations and rulings to determine the proper tax treatment of issues
• Analyzes company financial statements
• Excellent interpersonal and communication skills
• Team Player, attentive to detail and proven ability to multi-task
• Bachelor’s degree in Accounting
• A solid understanding of the accounting and tax treatments applicable to a wide variety of publicly and privately traded domestic and foreign financial instruments including equities, debt, forwards, futures, options, swaps and derivatives
• 0-2 years’ tax experience in partnerships, hedge funds and financial services
• Well-organized and self-motivated to deliver an outstanding product
• An above-average proficiency in the use of MS Excel as well as a working knowledge of the entire MS Office product suite
• Strong analytical and problem-solving skills and proven ability to meet deadlines while maintaining a high level of client service
• Team player mentality and detail-oriented

Good to Have

• CPA and/or MBA
• Knowledge of foreign reporting requirements

Perks & Benefits

• Hybrid Work Model
• Business Casual Dress Code, including jeans
• 401k Matching Program
• Professional Development Reimbursement
• Flexible Personal/Vacation Time Off
• Sick Leave
• Paid Holidays
• Medical, Dental, Vision
• Employee Assistance Program
• Parental Leave
• Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Hands-On, Team-Customized Training, including SS&C University
• Discounts on fitness clubs, travel and more!

Job Description

Associate, Tax Analyst - Hedge Funds

Locations: Boston, MA | Hybrid

Get to Know Us:

SS&C is leading the way. We continue to look for today's and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

• Prepare tax workpapers
• Responsible for meeting client deliverable due dates
• Develops and implements solutions to partnership tax allocation issues within the framework of our proprietary software
• Interacts with internal fund accounting staff on an as-needed basis to provide tax accounting guidance
• Assists in the maintenance and testing of our software, workpapers & procedures by analyzing changes in tax and industry requirements and suggests improvements
• Experience with tax adjustments related to investments and partnership capital transactions
• Performs research of relevant tax laws, regulations and rulings to determine the proper tax treatment of issues
• Analyzes company financial statements
• Knowledge of foreign reporting requirements a plus
• Excellent interpersonal and communication skills
• Team Player, attentive to detail and proven ability to multi-task

What You Will Bring:

• Bachelor’s degree in Accounting – CPA and/or MBA are a plus
• A solid understanding of the accounting and tax treatments applicable to a wide variety of publicly and privately traded domestic and foreign financial instruments including equities, debt, forwards, futures, options, swaps and derivatives
• 0-2 years’ tax experience in partnerships, hedge funds and financial services
• Well-organized and self-motivated to deliver an outstanding product
• An above-average proficiency in the use of MS Excel as well as a working knowledge of the entire MS Office product suite
• Strong analytical and problem-solving skills and proven ability to meet deadlines while maintaining a high level of client service
• Team player mentality and detail-oriented

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

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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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.