Associate Director, Mutual Fund Tax

SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking an experienced Associate Director to lead their Mutual Fund Tax team, ensuring accurate tax compliance and reporting for various mutual funds while managing a team of tax professionals.

Responsibilities:

• Oversee the preparation and review of all federal, state, and local income tax returns for various mutual fund structures (e.g., RICs, ETFs, UITs)
• Manage the calculation and distribution of shareholder dividends and capital gains, ensuring compliance with IRC Sections 851-855
• Direct the preparation of tax provisions, estimated tax payments, and year-end tax planning for mutual funds
• Lead the research and interpretation of complex tax regulations and pronouncements affecting the mutual fund industry
• Serve as a primary point of contact for external auditors and tax authorities during examinations and inquiries
• Develop and implement tax strategies to optimize fund performance and minimize tax liabilities while adhering to regulatory requirements
• Mentor, train, and develop a team of tax professionals, fostering a high-performance and collaborative environment
• Collaborate cross-functionally with fund accounting, legal, compliance, and portfolio management teams
• Identify and implement process improvements and technological solutions to enhance efficiency and accuracy in tax reporting
• Stay abreast of industry trends, legislative changes, and best practices in mutual fund taxation