SS&C Technologies

Senior Associate, Private Equity/Hedge Tax

SS&C Technologies

full-time

Posted on:

Location Type: Hybrid

Location: New York City • Massachusetts, New Jersey, New York, Texas • 🇺🇸 United States

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Salary

💰 $65,000 - $100,000 per year

Job Level

Senior

About the role

  • Review and prepare federal and state tax returns for private equity funds, management companies, and related entities.
  • Analyze partnership agreements to determine proper tax treatment of complex transactions.
  • Manage tax compliance and reporting processes for private equity clients, ensuring accuracy and timeliness.
  • Research and interpret complex tax regulations and communicate findings to internal and external stakeholders.
  • Collaborate with fund accounting teams to reconcile tax and financial data.
  • Support clients and partners during audits, responding to inquiries and preparing documentation.
  • Mentor and review work of junior associates to support their professional development.
  • Identify opportunities to improve processes, automate workflows, and enhance accuracy in tax reporting.
  • Interact directly with clients to gather information, address inquiries, and provide proactive tax guidance.

Requirements

  • Bachelor’s degree in Accounting, Finance, or related field; CPA or progress toward CPA preferred.
  • 2+ years of public accounting or private equity/hedge tax experience.
  • Strong understanding of partnership taxation and related reporting requirements.
  • Experience preparing and reviewing Forms 1065, K-1s, and related schedules.
  • Familiarity with private equity structures and investment types (e.g., portfolio companies, carried interest, management fees).
  • Proficiency with tax compliance software (e.g., GoSystem, CCH Axcess, or similar) and Microsoft Excel.
  • Excellent analytical, problem-solving, and organizational skills.
  • Strong communication skills and ability to work collaboratively across teams.
  • Client-facing experience with the ability to build and maintain professional relationships.
Benefits
  • 401k Matching Program
  • Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off
  • Sick Leave
  • Paid Holidays
  • Medical
  • Dental
  • Vision
  • Employee Assistance Program
  • Parental Leave
  • Discounts on fitness clubs, travel, and more!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
tax compliancetax reportingpartnership taxationpreparing tax returnsreviewing Forms 1065reviewing K-1sanalyzing partnership agreementsauditing supportprocess improvementworkflow automation
Soft skills
analytical skillsproblem-solving skillsorganizational skillscommunication skillscollaborative skillsmentoringclient-facing skillsrelationship building
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceCPAprogress toward CPA