Associate Director, Tax Lead

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

Get To Know Us:

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. 

Why You Will Love It Here!

• Flexibility: Hybrid Work Model

• Your Future: Income Protection Insurance

• Work/Life Balance: Flexible Time Off

• Your Wellbeing: Private Health Insurance discount, Primary & Secondary Paid Parental leave, Death & TPD Insurance

• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity

• Training: Hands-On, Team-Customised, including SS&C University

• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

The Asset Services division is responsible for delivering market-leading custody, asset servicing, investment operations, investor and regulatory reporting, and related administration solutions to institutional investors, fund managers and financial services clients across Australia and the region.

As the Associate Director, Tax Lead, you will provide strategic tax leadership and technical oversight across the Asset Services business. Acting as the primary tax subject matter expert, you will ensure the business remains compliant with evolving tax obligations while supporting product development, operational excellence, regulatory change management and client outcomes.

The role will work closely with Product, Operations, Technology, Risk, Compliance and Client Relationship teams to maintain a compliant, scalable and commercially relevant tax operating framework across Asset Services.

Delivery Leadership:

• Serve as the Tax SME for Asset Services, providing expert guidance across products, operations, client solutions and regulatory obligations.

• Monitor and interpret Australian and international tax developments, assessing impacts on clients, products, operating models and service delivery.

• Lead the implementation of tax and regulatory change, translating legislative requirements into practical business, operational and technology solutions.

• Drive robust tax governance, risk and control frameworks, ensuring compliance, regulatory readiness and strong client outcomes.

• Develop and enhance the Asset Services tax product framework, ensuring solutions remain compliant, competitive and aligned to market needs.

• Oversee investor tax reporting obligations, including AMIT, AMMA and related tax disclosure requirements, while driving continuous improvement across tax processes and controls.

• Engineering Leadership:

Engineering & Product Leadership

• The role will play a major part in the design, implementation and maintenance of the tax operating model for Asset Services.

• Drive the implementation of regulatory and legislative change, translating complex requirements into practical business and system outcomes.

• Lead tax process improvement, automation and transformation initiatives that enhance efficiency, control and client service delivery.

• Support strategic technology and business transformation programs impacting tax operations, reporting and regulatory compliance.

Service & Client Leadership

• Act as the senior escalation point for complex tax-related issues affecting clients, products and operational processes.

• Support client-facing teams on tax matters, including technical consultations, due diligence activities and issue resolution.

• Provide technical tax input for client presentations, tender responses, requests for proposal (RFPs) and new business opportunities.

• Maintain strong relationships with clients, regulators, industry bodies and external advisers.

• Communicate tax developments and associated business impacts to clients and internal stakeholders in a clear and practical manner.

What You Will Bring:

• Strong leadership and management skills

• Technical expertise relevant to the role

• Excellent communication and collaboration skills

• High emotional intelligence and problem-solving ability

• Degree education with Tax specialisation

• 10+ years of experience within the Operations of a Fund Administrator

Preferred Experience

• 7+ years in a tax operations role, with a proven history of success

• Demonstrated ability to manage and inspire a team effectively.

• Strong understanding of the tax impact on asset classes, including domestic and international equity and fixed income security settlements.

• A history of resolving complex tax issues, driving process improvements, and performing under pressure with enthusiasm and resilience.

• Strong knowledge of HiPort and One Source

• Ability to be hands-on with problem-solving and implementing change.

• Effective communicator across all levels of the organisation

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.

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.

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.

Applications will be accepted on an ongoing basis until the position is filled.

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.