Associate Director, Tax

SS&C Technologies

Associate Director, Tax overseeing hedge fund client relationships at leading financial services company. Leading tax operations, managing team, and mentoring professionals in a hybrid work environment.

Posted 5/7/2026full-timeBoston • Massachusetts, New York • 🇺🇸 United StatesSenior💰 $90,000 - $190,000 per yearWebsite

About the role

Key responsibilities & impact

Lead team on different client relationships simultaneously
Determine milestone and maintain tax calendar to meet client deliverables
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 & State)
Review and analyze company financial statements
Manage client relationships
Mentor team to improve their skills and help them grow as tax professionals
Respond to tax notices

Requirements

What you’ll need

Bachelor’s degree in Accounting or a Master’s in Taxation
CPA License a plus
10+ years of partnership tax experience
Extensive experience with state tax filings due to resident partners, source income
Extensive experience with state withholding tax payments and entity level taxes
Extensive experience with reviewing partnership allocations
Extensive experience with foreign reporting requirements

Benefits

Comp & perks

medical, dental, and vision coverage
401(k) plan with company match
paid time off, holidays, and parental leave
professional development reimbursement opportunity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

partnership taxtax return reviewtax analysisfinancial statement analysistax researchtax compliancetax calendar managementcapital gain allocationforeign reportingstate tax filings

Soft Skills

team leadershipclient relationship managementmentoringcommunicationorganizational skills

Certifications

CPA License