Tax Manager Mutual Funds | Waltham, MA

Detailed Information

  • Location: Waltham, MA

  • Company: SS&C

organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services. Job Description Job Title: Manager, Fund Tax Accounting Locations: Boston, MA HYBRID Get To Know The Team: Primary contact for the provision and coordination of tax services related to each assigned client.

Review and approve calculations prepared by Tax Accountants and reviewed by Senior Tax Accountants or Tax Supervisors. Additionally, the Tax Manager will assist in the training and development of Tax Accountants, Senior Tax Accountants and Tax Supervisors. Why You Will Love It Here! Flexibility : Hybrid Work Model & a Business Casual Dress

Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do: Tax Provision Calculation and Compliance Review tax provision and ROCSOP for annual audit and excise periods, including researching all necessary book-to-tax adjustments to ensure each is properly made

Coordinate with auditors for review and sign-off of tax provisions for fiscal and excise periods Review tax status of investments held in each fund and research as needed Review distribution calculations on a monthly, quarterly or annual basis Assure that RIC status is maintained pursuant to Subchapter M of the IRC Year-End Reporting Assist Tax Compliance Manager, as necessary, with the provision of 1099 reporting information for use by transfer agency Assist Tax Compliance Manager, as necessary, with the review of shareholder communications to be mailed with Forms 1099 Miscellaneous Assist the Senior Vice President/Director of Tax Administration with issues and questions that arise Provide clients with information and special reports, as requested Review calculations prepared by Tax Accountants Provide training and guidance to Tax Accountants, Senior Tax Accountants and Tax Supervisors What You Will Bring: Degree in Accounting, CPA preferred 4-6 years tax experience, preferably in the mutual fund industry and/or corporation or small business , including at least 4 years supervisory experience Strong interpersonal skills Excellent attention to detail and accuracy Ability to self-start and work with little direction Salary range for the Position is expected between $120,000 and $145,000.

The successful candidate may be eligible for an annual discretionary incentive compensation award. Benefits: SS&C offers the following benefits for this position, subject to applicable eligibility requirements: Medical/Dental/Vision/Life Insurance 11 Paid holidays and Unlimited Paid Time Off subject to business needs and approval. 401(k) plan and contributions Long-term/Short-term Disability Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. SS&C reserves the right to modify this information at any time, subject to applicable law Thank you for your interest in SS&C!

To further explore this opportunity, please apply through our careers page on the corporate website at /careers. #LI-RS1#LI-HYBRIDUnless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, interactionual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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