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About the Role

The Tax Associate role supports the Associate Tax Manager in delivering day-to-day tax compliance services for alternative investment fund clients across Australia. This role is ideal for an individual with a proactive approach, strong attention to detail, excellent communication skills, and a genuine willingness to learn and develop within fund tax. Client service is central to SS&C's success, making previous customer service experience and a client-focused mindset highly valued.

Responsibilities

• Support the delivery of tax compliance services for fund administration clients, including the preparation of tax calculations, tax returns, and regulatory reporting.
• Assist with client onboarding and transitions.
• Contribute to process improvement initiatives.
• Maintain standard operating procedures.
• Support projects that enhance operational efficiency, compliance, and client service delivery across the Tax Services team.
• Deliver accurate and timely tax reporting and compliance deliverables in accordance with client and regulatory deadlines.
• Prepare tax compliance calculations and reporting, including distribution calculations, Annual Investment Income Reports (AIIR), income tax returns, investor tax statements, and Business Activity Statements (BAS).
• Assist in the development, maintenance, and enhancement of tax policies, procedures, and controls to support effective tax risk management.
• Respond to client queries promptly and professionally, delivering a high standard of client service.
• Ensure compliance with operational policies, risk management frameworks, and internal control requirements.
• Support the delivery of projects and system enhancements, including testing of tax templates, processes, and workflows.
• Assist in monitoring and interpreting changes to accounting standards and Australian tax legislation to ensure tax compliance work is prepared in accordance with applicable laws, regulations, and industry requirements.

Requirements

• Bachelor's degree in Accounting, Finance, Business, or a related discipline.
• 2–3 years of relevant professional experience.
• CA, CPA, CTA, or Master of Taxation qualified, or actively working towards a recognised professional accounting or taxation qualification.
• Previous experience in fund tax within a Big Four is highly regarded.
• Knowledge of Australian fund taxation, including financial instruments, trusts (including MITs and AMITs), income tax, GST, and tax compliance requirements.
• Exposure to alternative investment structures, including hedge funds, private equity, private credit, real estate, infrastructure, or other managed investment vehicles, will be advantageous.
• Understanding of fund accounting, financial reporting, and the operational risk and compliance requirements within a fund administration or client service environment.
• Strong analytical and problem-solving skills, with exceptional attention to detail and the ability to manage competing priorities.
• Proactive, self-motivated, and committed to continuous learning and professional development.
• Demonstrated ability to build effective working relationships and collaborate within a team-focused environment.
• Excellent written and verbal communication skills, with the ability to communicate effectively with clients and internal stakeholders.
• A sound understanding of accounting principles, income tax, and GST legislation is desirable.

Skills

• Tax compliance
• Client service
• Accounting principles
• Income tax
• GST legislation
• Fund administration
• Financial reporting
• Operational risk
• Compliance
• Analytical skills
• Problem-solving skills
• Attention to detail
• Communication skills

Location

• Australia

Work Type

• Hybrid Work Model

Experience Level

• 2-3 years of relevant professional experience

Education Level

• Bachelor's degree in Accounting, Finance, Business, or a related discipline
• CA, CPA, CTA, or Master of Taxation qualified, or actively working towards a recognised professional accounting or taxation qualification

Benefits

• Income Protection Insurance
• Flexible Time Off
• Private Health Insurance discount
• Primary & Secondary Paid Parental leave
• Death & TPD Insurance
• Discounts on fitness clubs, travel and more

About the Company

• SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, with over 27,000 employees in 35 countries.
• SS&C serves approximately 20,000 financial services and healthcare organizations globally.
• SS&C is the world's largest independent hedge fund and private equity administrator, and 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.
• 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.
• Services offered include middle office, accounting and management products, tax services, derivatives processing, valuations agent, syndicated bank loans processing, regulatory and analytics services, and managed services IT/data centre and business process outsourcing.

Equal Opportunity

• Committed to Welcoming, Celebrating and Thriving on Diversity
• 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.