SS&C Technologies · 5 days ago
Tax Director - Alternative Investments
NYC Metro Area
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expSS&C Technologies is a leading firm in the financial services industry, and they are seeking a Tax Director for their Private Equity Tax team. This role involves overseeing tax operations, managing client relationships, and leading a team to ensure compliance and strategic tax planning for private equity and private credit funds.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Hiring Manager
Anna Krawczuk
Responsibilities
Lead the Private Equity Tax team, overseeing preparation and review of complex fund-level and investor-level tax returns
Manage client relationships across a portfolio of private equity and private credit funds, serving as the primary tax advisor and escalation point
Oversee the implementation of tax strategies for fund structures, including tiered partnerships, blocker corporations, and carried interest arrangements
Review complex allocations, book-to-tax adjustments, and international reporting requirements (e.g., PFIC, CFC, FATCA, CRS)
Partner with internal leaders across Fund Accounting, Investor Services, and Legal to ensure integrated client delivery and regulatory compliance
Lead and develop a team of managers and senior associates through coaching, performance feedback, and structured career development
Provide guidance on tax policy changes, evolving regulations, and industry best practices impacting private markets clients
Drive process improvement and automation initiatives to enhance quality and efficiency across the tax function
Participate in business development efforts, including proposals, pricing, and client presentations
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field; Master's in Taxation preferred
Active CPA license required
Minimum of 10 years of tax experience, with a concentration in Private Equity, Hedge Funds, or Partnership taxation
Strong technical knowledge of Subchapter K, partnership allocations, and international tax reporting
Proven experience managing client relationships and leading high-performing tax teams
Proficiency with Microsoft Excel, GoSystem RIA, and related tax software
Excellent leadership, communication, and interpersonal skills
Ability to manage competing priorities in a deadline-driven environment while maintaining high attention to detail
Preferred
Master's in Taxation
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 It is a sub-organization of SS&C Black Diamond Wealth Solutions.
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 (105)
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
EVP, Chief Financial Officer
Recent News
2026-01-20
2026-01-16
Company data provided by crunchbase