Manager/ Associate Director - US Partnership Tax

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 20,000+ employees in over 90 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.

Job Description

Manager/ Associate Director - US Partnership Tax

Afternoon Shift

Job Responsibilities:

Need Relevant US Partnership Tax experience for clients in Private equity or hedge funds

Ensure team operates effectively and within SS&C guidelines and standards

• Responsible for assigned client deliverables;
• Assist SVP in setting departmental policies, procedures and standards;
• Maintain and monitor all policies, procedures and standards;
• Act as technical and knowledge resource to the business unit;
• Participate in review of assigned tax deliverables;
• Allocate client deliverable across staff levels
• Monitor staff timesheet and weekly workload
• Document and maintain a file of all tax-related issues, resolutions, positions and methodologies by fund.
• Set up and attend meetings with accounting group to identify key issues, increase knowledge of fund accounting, and increase efficiencies of the information flow process.

Build client relationships and demonstrate knowledge of client business

Enhance Staff Development

• Train all staff in relevant tax matters;
• Control and comments on staff performance reviews
• Manage day to day activities and supervise tax staff

Planning and New Fund Setup

• Oversee implementation and assignment of new clients;

Assist SVP with review of offering documents and partnership agreements in conjunction with counsel.

• Assist SVP with value-added services and consultation of high-level tax matters.

 Maintain High-Quality Communications

• Ensure Internal and External Communications are timely and of High-Quality
• Monitor quality assurance
• Promote positive Company image in all internal and external communications;
• Perform timely and regular reporting to SVP and other members of senior management;
• Communicate with clients and accounting firms on a regular basis and document any relevant matters.
• Resolve issues and address high level client requests.

Education / Experience

Undergraduate degree in Business preferably majoring in Accountancy.

Relevant US Partnership’ tax experience, including significant experience with diverse Sub K issues and alternative investment structures/products, along with an in-depth knowledge of the alternative investments industry.

Proven leadership qualities, ability to run a business unit and tax expertise in the alternative investments area is mandatory.

CPA, EA and/or MST, JD preferred and a definite asset.

Please email your resume to [email protected]

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.