Senior Tax Analyst

Posted 20 Days Ago
Be an Early Applicant
Boston, MA, USA
In-Office
Senior level
Fintech • Software
The Role
Prepare tax workpapers and meet client deliverables for partnership and investment fund tax operations. Develop and implement partnership tax allocation solutions, provide tax accounting guidance, assist with software/workpaper testing, research tax laws, and analyze financial statements.
Summary Generated by Built In

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

Job Title: Senior Tax Analyst

Locations: Boston, MA (hybrid)

About the Role

We are seeking a detail-oriented tax professional to join our team supporting complex partnership and investment fund tax operations in a fast-paced financial services environment. In this role, you will collaborate across accounting and tax functions, contribute to innovative tax allocation solutions, and play a key part in delivering high-quality client service while advancing your technical expertise.

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 

  • Prepare tax workpapers
  • Responsible for meeting client deliverable due dates
  • Develops and implements solutions to partnership tax allocation issues within the framework of our proprietary software
  • Interacts with internal fund accounting staff on an as-needed basis to provide tax accounting guidance
  • Assists in the maintenance and testing of our software, workpapers & procedures by analyzing changes in tax and industry requirements and suggests improvements
  • Performs research of relevant tax laws, regulations and rulings to determine the proper tax treatment of issues
  • Analyzes company financial statements

Required Experience

  • Bachelor’s or Master’s degree in accounting – CPA/MBA a plus
  • A solid understanding of the accounting & tax treatments applicable to a wide variety of publicly & privately traded domestic & foreign financial instruments including equities, debt, forwards, futures, options, swaps & derivatives
  • 2-5 years of tax experience in partnerships, hedge funds and financial services
  • Experience with tax adjustments related to investments and partnership capital transactions.
  • Excellent interpersonal and communication skills
  • Well-organized and self-motivated to deliver an outstanding product
  • Team Player, attentive to detail and proven ability to multi-task
  • An above-average proficiency in the use of MS Excel as well as a working knowledge of the entire MS Office product suite
  • Strong analytical and problem-solving skills and proven ability to meet deadlines while maintaining a high level of client service

What Sets You Apart:

  • Knowledge of foreign reporting requirements a plus
  • Excellent interpersonal and communication skills
  • Team Player, attentive to detail and proven ability to multi-task
  • At least 2 years of recent partnership tax accounting experience, preferably in the area of investment partnerships

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.



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.

Skills Required

  • Bachelor's or Master's degree in accounting
  • CPA or MBA
  • Solid understanding of accounting and tax treatments for equities, debt, forwards, futures, options, swaps and derivatives
  • 2-5 years of tax experience in partnerships, hedge funds and financial services
  • Experience with tax adjustments related to investments and partnership capital transactions
  • Experience assisting in maintenance and testing of tax software, workpapers and procedures
  • Above-average proficiency in Microsoft Excel and working knowledge of Microsoft Office suite
  • Excellent interpersonal and communication skills
  • Well-organized, self-motivated, attentive to detail and able to multi-task
  • Strong analytical and problem-solving skills and ability to meet deadlines while maintaining high client service
  • Knowledge of foreign reporting requirements
  • At least 2 years of recent partnership tax accounting experience, preferably in investment partnerships

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.

  • 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.
  • 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.
  • 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.

SS&C Technologies Insights

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The Company
HQ: Birmingham, AL
22,000 Employees
Year Founded: 1986

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.

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