EOI Tax Services (Associate, Senior Associate & Associate Manager)

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.

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, funds 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
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• Training: Hands-On, Team-Customised, including SS&C University

What You Will Get To Do:

SS&C is seeking expressions of interest from talented tax professionals across Associate, Senior Associate, and Associate Manager levels to join our growing Tax Services team.

In these roles, you will support the delivery of Australian tax compliance and reporting services across a diverse portfolio of investment funds and financial services clients. Depending on your level of experience, responsibilities may include preparation, review, oversight, client management, process improvement, and team mentoring activities.

Working within a collaborative and fast-paced environment, you will contribute to tax compliance deliverables, operational processes, client onboarding and transitions, project initiatives, and continuous improvement activities supporting the broader Tax Services function.

• Ensure the accurate and timely delivery of tax reporting and compliance deliverables.
• Prepare, review, and oversee tax compliance calculations and reporting, including BAS, IAS, AIIR, investor statements, tax returns, tax distributions, withholding tax reporting, and other regulatory obligations.
• Support the preparation and review of trust, fund, corporate, and investor tax reporting requirements.
• Assist in responding to client, auditor, regulator, and stakeholder queries.
• Support client onboarding, transitions, restructures, and tax-related projects.
• Assist in the development, enhancement, and maintenance of tax policies, procedures, controls, and operating models.
• Participate in testing activities, template enhancements, and process improvement initiatives.
• Ensure adherence to operational risk, compliance, and governance requirements.
• Mentor and support junior team members and provide technical guidance where appropriate.
• Contribute to a culture of continuous improvement, collaboration, and client service excellence.

What You Will Bring:

• Degree qualified in Accounting, Finance, Commerce, Business, Taxation, or a related discipline.
• Experience within fund tax, corporate tax, professional practice, business services, tax advisory, financial services, or related tax compliance environments.
• Exposure to Australian taxation principles, including trusts, managed investment trusts (MITs/AMITs), financial instruments, investment funds, corporate tax, GST, and withholding tax obligations, is highly regarded.
• Understanding of fund accounting, financial reporting, and related operational risk and compliance requirements.
• CA, CPA, CTA, Master's in Taxation, or equivalent professional qualification (completed, in progress, or intention to commence) is highly regarded.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Demonstrated ability to manage competing priorities and deliver high-quality outcomes within deadlines.
• Strong written and verbal communication skills, with the ability to engage effectively with clients and stakeholders.
• Proactive, collaborative, and customer-focused approach.
• Leadership, review, mentoring, and stakeholder management experience will be highly regarded for Senior Associate and Associate Manager-level opportunities.
• A positive attitude, willingness to learn, and commitment to continuous professional development.

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.