Associate Director, Tax - New York, United States - SS&C Technologies Holdings

    SS&C Technologies Holdings
    SS&C Technologies Holdings New York, United States

    1 week ago

    Default job background
    Full time
    Description

    Job Description

    Associate Director, Tax

    Locations: Boston, MA | NY | Hybrid

    Why You Will Love It Here

    • Flexibility: Hybrid Work Model & a 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
    • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
    • Training: Hands-On, Team-Customized, including SS&C University
    • Extra Perks: Discounts on fitness clubs, travel and more

    What You Will Get To Do:

    • Lead team on different client relationships simultaneously.
    • Determine milestone and maintain tax calendar to meet client deliverables
    • Review Federal & State partnership tax returns (prepared using GoSystem RIA) along with work papers for fund of funds clients
    • Review tax estimates for partners of funds
    • Review State & Foreign tax withholding payments
    • Review and reconcile cumulative book to tax income and expense adjustments
    • Review documentation to support tax return filings
    • Review incentive fee reallocations and capital gain allocations via aggregation
    • Oversee the collection and tracking of external K1s, PFICs, true-ups, estimated K-1s and review K-1 summary and tax analyses
    • Able to review and interpret footnote disclosures
    • Perform research of relevant tax laws, regulations and rulings to determine proper tax treatment of issues (Federal & State)
    • Review and analyze company financial statements
    • Manage client relationships
    • Mentor team to improve their skills and help them grow as tax professionals
    • Respond to tax notices

    What You Will Bring:

    • Bachelor's degree in Accounting or a Master's in Taxation
    • CPA License a plus
    • 10+ years of partnership tax experience Extensive experience with state tax filings due to resident partners, source income
    • Extensive experience with state withholding tax payments and entity level taxes
    • Extensive experience with reviewing partnership allocations
    • Extensive experience with foreign reporting requirements
    • Strong supervisory and organizational skills
    • Solid MS Excel knowledge and GoSystems Software Experience
    • Excellent interpersonal and communication skills
    • Team Player, attentive to detail and proven ability to multi-task