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
Location: NYC | Union, NJ | Boston, MA | Dallas, TX | Hybrid
Get To Know Us:SS&C is leading the way. We continue to look for today’s and tomorrow’s brightest talent—those who embody a spirit to improve not only their lives, but those around them. From college students to seasoned professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals who value collaboration, accountability, and innovation.
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!
Review and prepare federal and state tax returns for private equity funds, management companies, and related entities.
Analyze partnership agreements to determine proper tax treatment of complex transactions.
Manage tax compliance and reporting processes for private equity clients, ensuring accuracy and timeliness.
Research and interpret complex tax regulations and communicate findings to internal and external stakeholders.
Collaborate with fund accounting teams to reconcile tax and financial data.
Support clients and partners during audits, responding to inquiries and preparing documentation.
Mentor and review work of junior associates to support their professional development.
Identify opportunities to improve processes, automate workflows, and enhance accuracy in tax reporting.
Interact directly with clients to gather information, address inquiries, and provide proactive tax guidance.
Bachelor’s degree in Accounting, Finance, or related field; CPA or progress toward CPA preferred.
2+ years of public accounting or private equity/hedge tax experience.
Strong understanding of partnership taxation and related reporting requirements.
Experience preparing and reviewing Forms 1065, K-1s, and related schedules.
Familiarity with private equity structures and investment types (e.g., portfolio companies, carried interest, management fees).
Proficiency with tax compliance software (e.g., GoSystem, CCH Axcess, or similar) and Microsoft Excel.
Excellent analytical, problem-solving, and organizational skills.
Strong communication skills and ability to work collaboratively across teams.
Client-facing experience with the ability to build and maintain professional relationships.
Thank you for your interest in SS&C! To further explore this opportunity, please apply directly with us through our Careers page on our corporate website at 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 offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
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.
SS&C Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.
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Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
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Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
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Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.
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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.
