Associate, Tax Reporting, Regulatory Services

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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

Job Title: Associate, Tax Reporting – Regulatory Services

Locations: New York City (hybrid)

About the Role

The Associate, Tax Reporting, Regulatory Services will be responsible for supporting the preparation, review, and filing of various tax reports for SS&C Technologies' clients, ensuring compliance with relevant regulatory requirements. This role involves data analysis, reconciliation, and interaction with internal and external stakeholders to facilitate accurate and timely reporting.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact 

• Assist in the review and digitization of tax forms (e.g., IRS forms and self-certifications)
• Perform data extraction, manipulation, and reconciliation from various internal systems to support tax reporting processes
• Investigate and resolve tax-related data discrepancies and exceptions in a timely manner
• Collaborate with internal teams (e.g., operations, client service, technology) to gather necessary information and address reporting issues
• Stay updated on changes in tax regulations and reporting requirements impacting SS&C's clients and services
• Support the implementation of process improvements and automation initiatives within the tax reporting function
• Assist in responding to inquiries from clients, auditors, and tax authorities regarding tax reporting matters
• Maintain accurate and organized records of tax filings and supporting documentation
• Participate in testing of system enhancements related to tax reporting functionality

Required Experience

• Bachelor's degree in Accounting, Finance or a related field
• 0-2 years of experience in tax, financial services operations, or a regulatory reporting environment
• Proficiency in Microsoft Excel (e.g., VLOOKUP, pivot tables, data manipulation)
• Excellent analytical and problem-solving skills with a keen attention to detail
• Strong verbal and written communication skills
• Ability to work independently and as part of a team in a fast-paced, deadline-driven environment

What Sets You Apart

• Familiarity with tax reporting (e.g., FATCA, CRS) is a plus
• Experience with financial services platforms or tax compliance software is an advantage

Join SS&C, where innovation meets global opportunities. Click here to apply.

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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.

Applications will be accepted on an ongoing basis until the position is filled.

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.