Manager, Tax Hedge Funds

Posted 14 Days Ago
Be an Early Applicant
2 Locations
Senior level
Fintech • Software
The Role
The Manager, Tax - Hedge Funds will oversee the review of federal and state partnership tax returns, tax estimates, and documentation for hedge fund clients. Responsibilities also include maintaining tax calendars, responding to tax notices, supervising a tax team, and performing tax research related to various laws and regulations.
Summary Generated by Built In

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

Manager, Tax - Hedge Funds

Locations: NYC| Boston, MA | Hybrid

Get To Know Us:

SS&C GlobeOp is a leading provider of cloud-based fund services, technology and mobility-enabled infrastructure for hedge funds, fund of funds, private equity, and managed accounts

With a base of fund strategies that include fixed income, volatility and active trading, we offer: · Middle office, accounting and management products

  •        Tax services for hedge funds, fund of funds and private equity funds
  •        Derivatives processing, valuations agent, syndicated bank loans processing
  •        Regulatory and analytics services
  •         Managed services IT/data center and business process outsourcing
  •        All available on a stand-alone basis to institutional clients

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
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

  • Review Federal and State partnership tax returns (prepared using GoSystems) and work papers for hedge fund clients 
  • Review tax estimates for partners of funds 
  • Review state and foreign tax withholding payments 
  • Review and reconcile cumulative book to tax income and expense adjustments 
  • Maintain federal, state, and local tax calendar 
  • Review documentation to support tax return filings 
  • Review incentive fee reallocations and capital gain allocations via aggregation and layering 
  • Review tax analysis, including wash sale, constructive sale, straddle, mark to market adjustments 
  • Perform research of relevant tax laws, regulations and rulings to determine proper tax treatment of issues (Federal and state) 
  • Review and analyze company financial statements 
  • Respond to tax notices 
  • Client interaction 
  • Supervise and mentor a tax team  

What You Will Bring:

  • Bachelor’s degree in Accounting and/or Tax; Master’s degree in Taxation or CPA preferred 
  • 8+ years of partnership tax experience with primary emphasis in hedge fund required, fund of funds experience preferred 
  • 4 + years of supervisory experience  
  • Extensive experience with multi state tax return filings 
  • Strong experience with state tax filings due to resident partners 
  • Strong experience with state tax filings due to source income 
  • Strong experience with state withholding tax payments and entity level taxes 
  • Strong experience with reviewing partnership allocations 
  • Knowledge of foreign reporting requirements 
  • Knowledge of K-1 suite software helpful 
  • Strong managerial and organizational skills 
  • Solid MS Excel knowledge 
  • Excellent interpersonal and communication skills 
  • Team Player, attentive to detail and proven ability to multi-task

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

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.

#LI-Hybrid

#LI-TR1

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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

NY: Salary range for the position: 85000.00 USD to 155000.00 USD.

Top Skills

Gosystems
Excel
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The Company
HQ: Windsor, CT
22,000 Employees
On-site Workplace
Year Founded: 1986

What We Do

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

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