Associate, Tax Reporting, Regulatory Services

Full job description
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 jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Understanding of FATCA and CRS regulation preferred
Knowledge of US tax forms and the concept of Self Certification Forms
Tax Form/ Self Cert form digitization in the SSnC AEOIS System
Perform Investor due diligence as per FATCA/CRS regulation
Review FATCA/CRS XMLs and assist client with filings on the Regulatory Portal
Working on the FATCA/CRS billing for clients
Working on the AEOIS Client Onboarding process
Working closely and independently with clients that have been assigned
Assist in System enhancement testings
Implementation/training and roll-out of FATCA/CRS procedures
Develop a culture of continuous efficiency improvements that result in increased capacity
What You Will Bring:
Bachelors degree in Finance or related field
Experience in Microsoft word, excel and power point
Ability to work under pressure and manage tight internal, client and regulatory deadlines
Excellent communication skills, including written, listening and relationship management
Prior 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 forms
Proven 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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#LI-Hybrid
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, ****** 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: 60,000 USD to 75,000 USD.