Manager - RIC

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

• Review tax provision and ROCSOP for annual audit and excise periods, including researching all necessary book-to-tax adjustments to ensure each is properly made

• Coordinate with auditors for review and sign-off of tax provisions for fiscal and excise periods

• Review tax status of investments held in each fund and research as needed

• Review distribution calculations on a monthly, quarterly or annual basis

• Assure that RIC status is maintained pursuant to Subchapter M of the IRC

• Assist Tax Compliance Manager, as necessary, with the provision of 1099 reporting information for use by transfer agency

• Assist Tax Compliance Manager, as necessary, with the review of shareholder communications to be mailed with Forms 1099

• Assist the Senior Vice President/Director of Tax Administration with issues and questions that arise

• Provide clients with information and special reports, as requested

• Review calculations prepared by Tax Accountants

• Provide training and guidance to Tax Accountants, Senior Tax Accountants and Tax Supervisors

• Degree in Accounting, CPA preferred

• Relevant RIC experience, preferably in the mutual fund industry and/or corporation or small business , including at least 4 years supervisory experience

• Strong interpersonal skills

• Excellent attention to detail and accuracy

• Ability to self-start and work with little direction.

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.