Senior Associate, Private Equity​/Hedge Tax

Job Description

Senior Associate, Private Equity/Hedge Tax

Location: NYC | Union, NJ | Boston, MA | Dallas, TX | Hybrid

SS&C is leading the way. We continue to look for today’s and tomorrow’s brightest talent—those who embody a spirit to improve not only their lives, but those around them. SS&C prides itself on hiring diverse, honest, dynamic individuals who value collaboration, accountability, and innovation.

• Flexibility: Hybrid Work Model and 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

• Wide Ranging Perspectives: Committed to celebrating the variety of backgrounds, talents, and experiences of our employees

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

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

• Review and prepare federal and state tax returns for private equity funds, management companies, and related entities.

• Analyze partnership agreements to determine proper tax treatment of complex transactions.

• Manage tax compliance and reporting processes for private equity clients, ensuring accuracy and timeliness.

• Research and interpret complex tax regulations and communicate findings to internal and external stakeholders.

• Collaborate with fund accounting teams to reconcile tax and financial data.

• Support clients and partners during audits, responding to inquiries and preparing documentation.

• Mentor and review work of junior associates to support their professional development.

• Identify opportunities to improve processes, automate workflows, and enhance accuracy in tax reporting.

• Interact directly with clients to gather information, address inquiries, and provide proactive tax guidance.

• Bachelor’s degree in Accounting, Finance, or related field; CPA or progress toward CPA preferred.

• 2+ years of public accounting or private equity/hedge tax experience.

• Strong understanding of partnership taxation and related reporting requirements.

• Experience preparing and reviewing Forms 1065, K-1s, and related schedules.

• Familiarity with private equity structures and investment types (e.g., portfolio companies, carried interest, management fees).

• Proficiency with tax compliance software (e.g., GoSystem, CCH Axcess, or similar) and Microsoft Excel.

• Excellent analytical, problem-solving, and organizational skills.

• Strong communication skills and ability to work collaboratively across teams.

• Client-facing experience with the ability to build and maintain professional relationships.