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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

Manager, Fund Tax Accounting

Locations: Boston, MA or Denver, CO | Hybrid

Get To Know The Team:

Primary contact for the provision and coordination of tax services related to each assigned client. Review and approve calculations prepared by Tax Accountants and reviewed by Senior Tax Accountants or Tax Supervisors. Additionally, the Tax Manager will assist in the training and development of Tax Accountants, Senior Tax Accountants and Tax Supervisors.

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!
  
  

• Tax Provision Calculation and Compliance
• Review tax provision and ROCSOP for annual audit and excise periods, including researching all necessary book-to-tax adjustments to ensure each is properly made
• Coordinate with auditors for review and sign-off of tax provisions for fiscal and excise periods
• Review tax status of investments held in each fund and research as needed
• Review distribution calculations on a monthly, quarterly or annual basis
• Assure that RIC status is maintained pursuant to Subchapter M of the IRC
• Year-End Reporting
• Assist Tax Compliance Manager, as necessary, with the provision of 1099 reporting information for use by transfer agency
• Assist Tax Compliance Manager, as necessary, with the review of shareholder communications to be mailed with Forms 1099
• Assist the Senior Vice President/Director of Tax Administration with issues and questions that arise
• Provide clients with information and special reports, as requested
• Review calculations prepared by Tax Accountants
• Provide training and guidance to Tax Accountants, Senior Tax Accountants and Tax Supervisors
  
  

• Degree in Accounting, CPA preferred
• 4-6 years tax experience, preferably in the mutual fund industry and/or corporation or small business , including at least 4 years supervisory experience
• Strong interpersonal skills
• Excellent attention to detail and accuracy
• Ability to self-start and work with little direction
• Required to physically work in local office 6 days per month.
  
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Software Development

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