Senior Associate, Private Equity Tax

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

Private Equity Tax Senior Associate

Location: NYC | 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!

What You Will Get To Do:

• 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.

What You Will Bring:

• Bachelor’s degree in Accounting, Finance, or related field; CPA or progress toward CPA preferred.

• 2+ years of public accounting or private equity 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

#LI-TR1

#LI-Hybrid

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: 60,000 USD to 105,000 USD.