Tax Expert

7 days ago


Old Toronto, Canada SS&C Full time

SS&C Technologies is a global leader in the investment and financial services sector, offering innovative software solutions to organizations worldwide.

About SS&C

Headquartered in Windsor, Connecticut, SS&C has over 20,000 employees across 90 offices in 35 countries. Our company serves 18,000 financial services and healthcare organizations, from global institutions to local firms, helping them manage and account for their investments using our products and services.

Job Overview

We are seeking a skilled Tax Expert to join our team in this exciting opportunity. As a Senior Associate, Tax, you will play a key role in preparing income tax returns, accompanying information slips, and performing legislative tax research for private equity and hedge fund clients.

Key Responsibilities
  • Preparation of income tax returns and accompanying information slips for private equity and hedge fund clients established primarily as trusts and limited partnerships.
  • Liaise directly with clients, investors, auditors, and external parties regarding tax-related questions/concerns and perform legislative tax research as required.
  • Work on additional projects such as HST/GST filings, and assist in advising clients on a variety of tax-related matters.
  • Prepare tax provisions and income allocations for investment funds including trusts and limited partnerships.
  • Review and prepare trust income tax returns and partnership income returns using tax software.
  • Liaise with investment fund managers and audit firms during the audit and review process.
  • Advise clients and internal parties on all tax-related matters.
  • Assist and participate in special projects and other duties as necessary.
  • Stay current on changes to tax legislation and other tax compliance requirements for investment funds.

Requirements
  • A minimum of 2 years of Canadian tax experience.
  • High proficiency with Microsoft Excel and experience working with tax software.
  • Tax and accounting experience in the financial services sector, specifically in the private equity and/or real estate industry is an asset.

Benefits and Salary

This is a challenging and rewarding role that offers a competitive salary range of $65,000 - $85,000 per annum, depending on experience. Additional benefits include:

  • RRSP Matching Program
  • Professional Development Reimbursement
  • Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
  • Extra Perks: Discounts on fitness clubs, travel, and more

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