SS&C Technologies · 2 weeks ago
Manager, PE Tax
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$85K/yr - $160K/yr
8+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. The Manager, PE Tax role involves reviewing partnership tax returns and estimates, maintaining tax calendars, and supervising a tax team while ensuring compliance with relevant tax laws.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
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
Qualification
Required
Bachelor's degree in Accounting and/or Tax
8+ years of partnership tax experience with primary emphasis in hedge fund required
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
Strong managerial and organizational skills
Solid MS Excel knowledge
Excellent interpersonal and communication skills
Team Player, attentive to detail and proven ability to multi-task
Preferred
Master's degree in Taxation or CPA preferred
Fund of funds experience preferred
Knowledge of K-1 suite software helpful
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