Manager, PE Tax
SS&C Technologies
full-time
Posted on:
Location Type: Hybrid
Location: New York City • New Jersey, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $85,000 - $160,000 per year
Job Level
SeniorLead
About the role
- Review Federal and State partnership tax returns (prepared using GoSystems) and work papers for hedge fund clients
- Review tax estimates for partners of funds
- Review state and foreign tax withholding payments
- Review and reconcile cumulative book to tax income and expense adjustments
- Maintain federal, state, and local tax calendar
- Review documentation to support tax return filings
- Review incentive fee reallocations and capital gain allocations via aggregation and layering
- Review tax analysis, including wash sale, constructive sale, straddle, mark to market adjustments
- Perform research of relevant tax laws, regulations and rulings to determine proper tax treatment of issues (Federal and state)
- Review and analyze company financial statements
- Respond to tax notices
- Client interaction
- Supervise and mentor a tax team
Requirements
- Bachelor’s degree in Accounting and/or Tax; Master’s degree in Taxation or CPA preferred
- 8+ years of partnership tax experience with primary emphasis in hedge fund required, fund of funds experience preferred
- 4 + years of supervisory experience
- Extensive experience with multi state tax return filings
- Strong experience with state tax filings due to resident partners
- Strong experience with state tax filings due to source income
- Strong experience with state withholding tax payments and entity level taxes
- Strong experience with reviewing partnership allocations
- Knowledge of foreign reporting requirements
- Knowledge of K-1 suite software helpful
- Strong managerial and organizational skills
- Solid MS Excel knowledge
Benefits
- Hybrid Work Model & a Business Casual Dress Code, including jeans
- 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
partnership tax returnstax estimatestax withholding paymentsbook to tax income adjustmentstax return filingsincentive fee reallocationscapital gain allocationstax analysisfinancial statement analysismulti state tax return filings
Soft skills
supervisory experiencementoringclient interactionmanagerial skillsorganizational skills
Certifications
Bachelor’s degree in AccountingMaster’s degree in TaxationCPA