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About the Role
The Tax Associate 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. A sound understanding of accounting principles, income tax, and GST legislation is desirable.
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.
Skills
- Accounting principles
- Income tax
- GST legislation
- Fund tax
- Financial instruments
- Trusts (MITs and AMITs)
- Tax compliance
- Alternative investment structures
- Fund accounting
- Financial reporting
- Operational risk
- Compliance
- Client service
- 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 is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely.
- Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide.
- More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
- SS&C Technologies is the world’s largest independent hedge fund and private equity administrator, as well as 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 to service even the most demanding customers in the financial services and healthcare industries.
- 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.
- With a base of fund strategies that include fixed income, volatility and active trading, we offer: Middle office, accounting and management products, Tax services for hedge funds, fund of funds and private equity funds, Derivatives processing, valuations agent, syndicated bank loans processing, Regulatory and analytics services, Managed services IT/data centre and business process outsourcing, All available on a stand-alone basis to institutional clients.
Equal Opportunity
- We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.
- 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.