Tax Manager reviewing complex individual, corporate, and partnership tax returns. Managing client relationships and supervising team members to ensure high - quality tax planning and compliance.
About the role
- Manager, Tax Private Equity at SS&C managing tax filings for hedge fund clients. Responsible for review, analysis, and supervision in compliance with tax regulations.
Responsibilities
- 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!
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