
Director – Private Equity Tax
SS&C Technologies
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New Jersey, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $160,000 - $195,000 per year
Job Level
Lead
About the role
- Oversee and manage the preparation and review of federal, state, and international tax returns for private equity funds, including K-1s, partnership returns, and related filings.
- Provide strategic tax planning and advisory services to private equity clients, including structuring new investments, dispositions, and complex transactions to optimize tax efficiency.
- Lead and mentor a team of tax professionals, fostering a collaborative and high-performance environment.
- Act as a primary point of contact for private equity clients, building strong relationships and understanding their evolving tax needs.
- Stay abreast of current and proposed tax legislation impacting the private equity industry, assessing potential implications and advising clients accordingly.
- Manage and coordinate tax audits and inquiries from various tax authorities.
- Collaborate with internal teams, including legal, operations, and fund administration, to ensure seamless service delivery and compliance.
- Develop and implement best practices for tax processes and procedures to enhance efficiency and accuracy.
- Participate in business development activities, including client presentations and proposal development.
Requirements
- Bachelor's degree in Accounting, Finance, or a related field; advanced degree and/or CPA preferred
- Minimum of 10-12 years of progressive experience in private equity tax, with a portion in a leadership or management role, preferably within a public accounting firm or a prominent private equity firm
- Deep expertise in partnership tax, sub-chapter K, and international tax considerations for private equity funds
- Proven track record of managing complex tax engagements and leading teams
- Strong analytical, problem-solving, and decision-making skills
- Excellent written and verbal communication skills, with the ability to articulate complex tax concepts clearly and concisely to diverse audiences
- Demonstrated ability to build and maintain strong client relationships
- Proficiency with tax compliance software and research tools
- Ability to thrive in a fast-paced, deadline-driven environment.
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 returnsK-1spartnership returnstax planningtax advisorytax auditstax compliancepartnership taxsub-chapter Kinternational tax
Soft skills
leadershipmentoringrelationship buildinganalytical skillsproblem-solvingdecision-makingcommunication skillsclient relationship managementcollaborationadaptability
Certifications
Bachelor's degreeadvanced degreeCPA