Associate, Tax Reporting, Regulatory Services

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

Associate, Tax Reporting, Regulatory Services

Location: New York, NY | Hybrid

Get To Know Us:

Our division’s product line includes solutions for regulatory and tax reporting, risk and analytics, and data management. We have an extensive team of subject matter experts shaping these technologies.

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:

• Understanding of FATCA and CRS regulation preferred
• Knowledge of US tax forms and the concept of Self Certification Forms
• Tax Form/ Self Cert form digitization in the SSnC AEOIS System
• Perform Investor due diligence as per FATCA/CRS regulation
• Review FATCA/CRS XMLs and assist client with filings on the Regulatory Portal
• Working on the FATCA/CRS billing for clients
• Working on the AEOIS Client Onboarding process
• Working closely and independently with clients that have been assigned
• Assist in System enhancement testings
• Implementation/training and roll-out of FATCA/CRS procedures
• Develop a culture of continuous efficiency improvements that result in increased capacity

What You Will Bring:

• Bachelors degree in Finance or related field
• Experience in Microsoft word, excel and power point
• Ability to work under pressure and manage tight internal, client and regulatory deadlines
• Excellent communication skills, including written, listening and relationship management
• Prior knowledge of investor services work including knowledge of AML/KYC procedures preferred.
• Knowledge of FATCA and CRS regulation preferred.
• Knowledge of US tax Forms and Self-Certification forms
• Proven ability to manage projects and work effectively with management

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ 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 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.