Job Description
SS&C Financial Services – Assistant Tax Manager - Bolton
About SS&C Technologies
SS&C is a global provider of investment, financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
SS&C Financial Services
A leading innovator in alternative investment technology solutions and services, SS&C is also home to the industry’s largest fund administrator: SS&C GlobeOp, helping funds of all sizes from start-ups to today's largest funds.
Named "Best Administrator: Technology" in the 2020 HFM US Services Awards. Across all of SS&C, we serve nearly $45 trillion in managed assets. We have assembled an exceptional team of fund accounting experts and equipped them with the industry’s leading technology, which SS&C built and supports.
Key Responsibilities
Regulated and Operational Tax Reporting
* Preparation and review:
o Tax provision calculations in line with FRS 102 for inclusion within UK SORP accounts.
o CT600 for UK domiciled funds in accordance with UK legislation and HMRC guidance (additional knowledge of Investments Trusts and PAIFs preferrable)
o Annual and quarterly instalment payments in line with HMRC guidance
o Company determinations in line with HMRC guidance.
o Tax in price reconciliation
o Asset reviews for income/CGT classification and HMRC reporting status
o Excess reportable income
o Indian CGT calculations and review of Indian tax return
o Reconciliation of weekly withholding tax reviews and ability to answer or direct queries to appropriate parties
o Overseas tax documentation
o Tax reclaim reconciliations
o Overseas tax documentation
* Knowledge and understanding of UK tax legislation and UK SORP reporting.
* Monitor and interpret tax legislation changes and ensure templates, processes, and reporting methodologies are updated accordingly.
* Ability to liaise with HMRC on queries, notices and compliance matters
* Ability to liaise with Custodians on tax documentation and tax rate queries
* Provide technical support on complex fund tax matters and escalations.
* Ensure all deliverables meet regulatory and SMD governance expectations.
Client Relationship & SRM Support
* Act as point of contact for assigned clients, including support Tax Manager and Senior/Project Managers.
* Confidently engage with clients and other senior stakeholders, providing clear technical explanations and solutions.
* Support client change requests, new fund launches, onboarding and exits from a tax perspective.
Operational Excellence & BAU Oversight
* Manage the tax operations workload within the UK Fund Tax Team, ensuring the team priorities are understood, accurate and completed in a timely manner.
* Provide guidance, coaching, and technical support to analysts and associates.
* Review work performed by junior staff and ensure adherence to tax controls and procedures.
Process & Template Enhancements
* Identify inefficiencies and recurring errors; propose and implement process improvements.
* Lead updates to tax templates, calculators, and workflows following legislation changes, client requirements, or risk events.
* Collaborate with the automation and change teams to enhance reporting methodologies.
Risk Events & Reporting
* Support investigations and remediation of tax related risk events.
* Document findings, root causes, and corrective actions, ensuring enhancements feed into departmental governance.
* Contribute to management reporting, MI packs, KPIs, and oversight meetings.
Projects & Change Initiatives
* Lead or support strategic tax projects across the team, including regulatory updates, operational enhancements, and cross‑department initiatives.
* Provide tax subject matter expertise on wider business transformation projects.
* Support implementation of new systems, regulatory requirements, and procedural updates.
Skills & Experience Required
Technical
* Strong technical tax knowledge, ideally from practice (corporate tax, funds, audit, or financial services tax background).
* Experience with regulated fund structures and associated tax reporting (desirable but can be trained if strong tax fundamentals exist).
* Ability to interpret complex legislation and apply it in a practical business context.
Professional
* 3–6 years’ experience in tax, fund administration, or financial services.
EEO Statement / Non-agency Disclosure
We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of 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.