Ssctech
Associate Director, Mutual Fund Tax
Boston MA - One Post Office Square, USA · Director
Sponsorship not specified$851k-$855kDetected 33 days ago
AccountingExcelTaxResearchLeadershipCommunicationProblem Solving
About the role
- 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 Title: Associate Director, Mutual Fund Tax
Responsibilities
- Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
- Manage the calculation and distribution of shareholder dividends and capital gains, ensuring compliance with IRC Sections 851-855
- Develop and implement tax strategies to optimize fund performance and minimize tax liabilities while adhering to regulatory requirements
- Mentor, train, and develop a team of tax professionals, fostering a high-performance and collaborative environment
- Collaborate cross-functionally with fund accounting, legal, compliance, and portfolio management teams
- Identify and implement process improvements and technological solutions to enhance efficiency and accuracy in tax reporting
Requirements
- Bachelor's degree in Accounting, Finance, or a related field
- Minimum of 8-+ years of progressive experience in mutual fund taxation, with at least 3-5 years in a leadership or supervisory role
- Extensive knowledge of Subchapter M of the Internal Revenue Code and other relevant tax regulations applicable to regulated investment companies (RICs)
- Proven experience with tax compliance software (e.g., GoSystem Tax RS, ONESOURCE) and strong proficiency in Microsoft Excel
- Excellent written and verbal communication skills, with the ability to articulate complex tax concepts clearly and concisely
Nice to have
- Master's degree in Taxation is a plus
- CPA certification highly preferred
Skills
- Exceptional analytical, problem-solving, and decision-making skills
Compensation
- The expected base salary for the position is between 95000 USD to 180000 USD.
- Applications will be accepted on an ongoing basis until the position is filled.
Benefits
- SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations.
Company info
- 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.
- We are seeking a highly experienced and detail-oriented Associate Director to lead our Mutual Fund Tax team, ensuring accurate and timely tax compliance and reporting for a diverse portfolio of mutual funds.
- This role requires deep expertise in investment company taxation and strong leadership capabilities.
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