SS&C Technologies · 10 hours ago
Senior Associate, Private Equity/Hedge Tax
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
$65K/yr - $120K/yr
2+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. The Senior Associate in Private Equity/Hedge Tax will be responsible for managing tax compliance and reporting processes, preparing tax returns, and providing tax guidance to clients while mentoring junior associates.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Hiring Manager
Anna Krawczuk
Responsibilities
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
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field
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
Preferred
CPA or progress toward CPA preferred
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!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (90)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
Executive Vice President and Chief Financial Officer
Recent News
Business Wire
2025-12-03
2025-11-25
MarketScreener
2025-11-25
Company data provided by crunchbase