SS&C Technologies · 3 weeks ago
Senior Associate, Tax Accountant – Private Equity
DFW Metroplex
Full-time
Hybrid
Mid, Senior Level
2+ years expSS&C Technologies is a leading company in the financial services sector, and they are seeking a Senior Associate, Tax Accountant for their Private Equity team. The role involves preparing and reviewing complex partnership tax returns, managing workflow, mentoring junior staff, and addressing tax-specific inquiries for private equity funds.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Hiring Manager
Anna Krawczuk
Responsibilities
Prepare and review complex partnership tax returns for Private Equity funds and related investment entities
Transition into a Reviewer role, managing workflow and mentoring junior staff as experience increases
Perform detailed book-to-tax adjustments and review partner allocations, including preferred returns, carried interest, and management fees
Research and resolve tax issues related to partnership structures, international investments, and foreign reporting (e.g., PFIC, CFC, FATCA, CRS)
Coordinate with client service teams to manage deliverables and address tax-specific inquiries
Support quarterly and annual tax provision processes and assist in investor tax reporting (e.g., Schedule K-1 preparation)
Provide peer training, process improvement recommendations, and constructive feedback
Manage competing deadlines in a dynamic, client-driven environment
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field
CPA license or eligibility to sit for the CPA exam
Minimum of 2 years of tax experience, ideally within Private Equity, Hedge Fund, or Partnership taxation
Knowledge of aggregate allocations, tiered structures, and international reporting requirements a plus
Proficiency with Microsoft Excel, GoSystem RIA, and other tax preparation tools
Strong analytical, problem-solving, and organizational skills
Excellent written and verbal communication abilities
Proven ability to collaborate effectively within a team while managing multiple client relationships
Benefits
401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel, and more
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
EVP, Chief Financial Officer
Recent News
2026-01-16
Business Wire
2025-12-03
Company data provided by crunchbase