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
We are looking for a Hedge Fund Tax Director to work within our client's Palm Beach Gardens, FL team.
Locations : Palm Beach Gardens, FL Remote - United States
Get To Know The Team :
SS&C, through its BPO partnership with Lighthouse, is currently seeking a candidate who will be part of a multi-dimensional middle to back office operations and accounting department responsible for all aspects of post trade matching, trade capture, and all aspects of daily operations, treasury services, accounting and tax compliance, planning and reporting.
The ideal candidate is one who works or has worked within a multi-strategy hedge fund, financial institution or hedge fund administrator with solid exposure to fund accounting, OMS / PMS integration, middle office post trade reporting and operations.
Position Responsibilities :
- Manage the tax compliance process and coordinate with our outside Tax Preparers regarding the completion and filings of accurate and timely Federal and State tax returns
- Generate and create reports; perform reconciliations and troubleshoot discrepancies; and supply required data, workpapers or forms to outside Tax Preparers
- Manage and coordinate with Service provider for accurate reporting of FACTA and CRS and submit appropriate filings timely and accurately
- Prepare monthly tax provisions for financial statements of management company
- Prepare and supply necessary provision information for half year and full year audit financial statement support
- Assist with State audits as necessary
- Manage, coach and motivate other members of the Tax group
- Review Tax Associates work for accuracy
- Assist, respond to and supply information to internal departments such as Investor Relations, Operations, Law Department, Investment team, etc.
- Assist in any research regarding Federal, State, and International tax issues
- Participate in technology automation, procedure development, and other special projects
- Participate in ad hoc special projects and help develop process improvements related to increasing efficiency of the group
Position Requirements :
- Bachelor's degree in Tax, Accounting or related field
- CPA preferred
- 5+ year experience with investments preferred
- Strong written and verbal communication skills
- Ability to work in a fast-paced environment
- Strong organizational skills with the ability to set, organize and meet priorities
- Strong attention to detail
- Strong analytical skills
- Strong MS Excel knowledge
LI-AF1
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.
Jersey City, NJ : Salary range for the position : 100000 USD to 170000 USD. NY : Salary range for the position : 100000 USD to 170000 USD.
California : Salary range for the position : 100000 USD to 170000 USD. Colorado : Salary range for the position : 100000 USD to 170000 USD.
Maryland : Salary range for the position : 100000 USD to 170000 USD.
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