Senior Tax Analyst (Financial Services)

Location: Boston, Massachusetts, United States; hybrid

Company

SS&C is a financial services and healthcare technology company providing proprietary technology and operational solutions to organizations worldwide.

What you will do

• Prepare tax workpapers and meet client deliverable deadlines.
• Develop and implement partnership tax allocation solutions within proprietary software.
• Provide tax accounting guidance to internal fund accounting teams.
• Maintain and test software, workpapers, and procedures based on changes in tax and industry requirements.
• Research tax laws, regulations, and rulings and analyze company financial statements.

Requirements

• Bachelor’s or master’s degree in accounting; CPA or MBA is a plus.
• 2–5 years of tax experience in partnerships, hedge funds, or financial services.
• Experience with tax adjustments related to investments and partnership capital transactions.
• Understanding of tax and accounting treatment for equities, debt, forwards, futures, options, swaps, derivatives, and other financial instruments.
• Strong analytical, problem-solving, communication, organization, and multitasking skills.
• Above-average proficiency in Microsoft Excel and working knowledge of Microsoft Office.

Nice to have

• Knowledge of foreign reporting requirements.
• Recent partnership tax accounting experience, preferably with investment partnerships.

Culture & Benefits

• Work with industry experts, modern platforms, and large-scale enterprise environments.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunities.