As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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.

Job Description

Associate, Tax Reporting, Regulatory Services

Location: New York, NY | Hybrid

Get To Know Us:

Our division’s product line includes solutions for regulatory and tax reporting, risk and analytics, and data management. We have an extensive team of subject matter experts shaping these technologies.

Why You Will Love It Here!

Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeansYour Future: 401k Matching Program, Professional Development ReimbursementWork/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid HolidaysYour Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental LeaveWide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our EmployeesTraining: Hands-On, Team-Customized, including SS&C UniversityExtra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

Understanding of FATCA and CRS regulation preferredKnowledge of US tax forms and the concept of Self Certification FormsTax Form/ Self Cert form digitization in the SSnC AEOIS SystemPerform Investor due diligence as per FATCA/CRS regulationReview FATCA/CRS XMLs and assist client with filings on the Regulatory PortalWorking on the FATCA/CRS billing for clientsWorking on the AEOIS Client Onboarding processWorking closely and independently with clients that have been assignedAssist in System enhancement testingsImplementation/training and roll-out of FATCA/CRS proceduresDevelop a culture of continuous efficiency improvements that result in increased capacity

What You Will Bring:

Bachelors degree in Finance or related fieldExperience in Microsoft word, excel and power pointAbility to work under pressure and manage tight internal, client and regulatory deadlinesExcellent communication skills, including written, listening and relationship managementPrior knowledge of investor services work including knowledge of AML/KYC procedures preferred.Knowledge of FATCA and CRS regulation preferred.Knowledge of US tax Forms and Self-Certification formsProven ability to manage projects and work effectively with management

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

NY: Salary range for the position: 60000 USD to 70000 USD.