Senior Associate, Tax Accountant – Alternative Investments jobs in United States
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SS&C Technologies · 8 hours ago

Senior Associate, Tax Accountant – Alternative Investments

SS&C Technologies is a leading company focused on hiring diverse and dynamic individuals. They are seeking a Senior Associate, Tax Accountant to oversee tax operations for private equity clients, preparing and reviewing complex partnership returns and delivering high-quality tax solutions.

Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
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H1B Sponsor Likelynote
Hiring Manager
Anna Krawczuk
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Responsibilities

Prepare and review complex partnership tax returns for alternative investment funds and related investment entities
Transition into a Reviewer role, managing workflow and mentoring junior staff as experience increases
Perform detailed book-to-tax adjustments and review partner allocations, including preferred returns, carried interest, and management fees
Research and resolve tax issues related to partnership structures, international investments, and foreign reporting (e.g., PFIC, CFC, FATCA, CRS)
Coordinate with client service teams to manage deliverables and address tax-specific inquiries
Support quarterly and annual tax provision processes and assist in investor tax reporting (e.g., Schedule K-1 preparation)
Provide peer training, process improvement recommendations, and constructive feedback
Manage competing deadlines in a dynamic, client-driven environment

Qualification

CPA licenseTax experienceMicrosoft ExcelGoSystem RIAAnalytical skillsProblem-solving skillsOrganizational skillsWritten communicationVerbal communicationTeam collaboration

Required

Bachelor's degree in Accounting, Finance, or a related field
CPA license or eligibility to sit for the CPA exam
Minimum of 2 years of tax experience, ideally within Private Equity, Hedge Fund, or Partnership taxation
Knowledge of aggregate allocations, tiered structures, and international reporting requirements a plus
Proficiency with Microsoft Excel, GoSystem RIA, and other tax preparation tools
Strong analytical, problem-solving, and organizational skills
Excellent written and verbal communication abilities
Proven ability to collaborate effectively within a team while managing multiple client relationships

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

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SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial

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 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)

Funding

Current Stage
Public Company
Total Funding
$750M
2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO

Leadership Team

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Anthony Caiafa
Global CTO / CIO
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Brian Schell
Executive Vice President and Chief Financial Officer
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Company data provided by crunchbase