Expression of Interest - Tax Services (Associate, Senior Associate and Associate Manager Opportunities)

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, 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, Associate Manager and Tax 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 gained within a Big 4 accounting firm, ideally

from infrastructure or real estate teams.

• 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, Master of Taxation Law, 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 to 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 [http://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.