Tax Associate

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Get To Know Us:

SS&C Technologies is the world’s largest independent hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s unique business model combines end-to-end expertise across financial services operations with proprietary software and solutions to service even the most demanding customers in the financial services and healthcare industries.   

SS&C GlobeOp is a leading provider of cloud-based fund services, technology and mobility-enabled infrastructure for hedge funds, fund of funds, private equity, and managed accounts 

With a base of fund strategies that include fixed income, volatility and active trading, we offer: Middle office, accounting and management products:

• Tax services for hedge funds, fund of funds and private equity funds 

• Derivatives processing, valuations agent, syndicated bank loans processing 

• Regulatory and analytics services 

• Managed services IT/data centre and business process outsourcing 

• All available on a stand-alone basis to institutional clients 

Why You Will Love It Here!

• Flexibility: Hybrid Work Model

• Your Future: Income Protection Insurance

• Work/Life Balance: Flexible Time Off

• Your Wellbeing: Private Health Insurance discount, Primary & Secondary Paid Parental leave, Death & TPD Insurance

• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity

• Training: Hands-On, Team-Customised, including SS&C University

• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

The Tax Associate is a newly created role that supports the Associate Tax Manager in delivering day-to-day tax compliance services for alternative investment fund clients across Australia. This opportunity is ideal for an individual with a proactive approach, strong attention to detail, excellent communication skills, and a genuine willingness to learn and develop within fund tax. As client service is central to SS&C's success, previous customer service experience and a client-focused mindset are highly valued. A sound understanding of accounting principles, income tax, and GST legislation is desirable.

The successful candidate will support the delivery of tax compliance services for fund administration clients, including the preparation of tax calculations, tax returns, and regulatory reporting. They will also assist with client onboarding and transitions, contribute to process improvement initiatives, maintain standard operating procedures, and support projects that enhance operational efficiency, compliance, and client service delivery across the Tax Services team.

• Deliver accurate and timely tax reporting and compliance deliverables in accordance with client and regulatory deadlines.

• Prepare tax compliance calculations and reporting, including (but not limited to) distribution calculations, Annual Investment Income Reports (AIIR), income tax returns, investor tax statements, and Business Activity Statements (BAS).

• Assist in the development, maintenance, and enhancement of tax policies, procedures, and controls to support effective tax risk management.

• Respond to client queries promptly and professionally, delivering a high standard of client service.

• Ensure compliance with operational policies, risk management frameworks, and internal control requirements.

• Support the delivery of projects and system enhancements, including testing of tax templates, processes, and workflows.

• Assist in monitoring and interpreting changes to accounting standards and Australian tax legislation to ensure tax compliance work is prepared in accordance with applicable laws, regulations, and industry requirements.

What You Will Bring:

• Bachelor's degree in Accounting, Finance, Business, or a related discipline, with 2–3 years of relevant professional experience.

• CA, CPA, CTA, or Master of Taxation qualified, or actively working towards a recognised professional accounting or taxation qualification.

• Previous experience in fund tax within a Big Four is highly regarded.

• Knowledge of Australian fund taxation, including financial instruments, trusts (including MITs and AMITs), income tax, GST, and tax compliance requirements.

• Exposure to alternative investment structures, including hedge funds, private equity, private credit, real estate, infrastructure, or other managed investment vehicles, will be advantageous.

• Understanding of fund accounting, financial reporting, and the operational risk and compliance requirements within a fund administration or client service environment.

• Strong analytical and problem-solving skills, with exceptional attention to detail and the ability to manage competing priorities.

• Proactive, self-motivated, and committed to continuous learning and professional development.

• Demonstrated ability to build effective working relationships and collaborate within a team-focused environment.

• Excellent written and verbal communication skills, with the ability to communicate effectively with clients and internal stakeholders.

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

Unless 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.

Applications will be accepted on an ongoing basis until the position is filled.

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, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.