Analyst, Tax Reporting

S&P Global Market Intelligence

The Role: Analyst, Tax Reporting

The Team: S&P’s Network and Regulatory Compliance group offers best-in-class technology and incorporate industry best practices to manage risk, comply with regulations and provide assistance to the financial services industry with meeting their compliance obligations. Our risk and regulatory compliance management solutions create a single source of truth for clients, with information about customers and vendors that is accurate and up to date. We provide extensive risk and compliance management coverage, allowing firms to reduce costs, reuse information and streamline processes with improved technology.

The Impact: At the heart of S&P Global, we are an information company. With expertise across the world’s largest industries, we leverage technology and data science, to provide the insights, software, and data to help our customers make better informed decisions, driving growth, performance, and efficiency.

What’s in it for you: You will have the chance to partner with our industry experts, with on-the-job experience focusing on high impact work that allows you to apply and develop your skills. Networking, business insights and tailored learning opportunities all support your growth and development, setting you up for success as you begin your career.

Responsibilities: The Outsourcing Delivery team within Tax Solutions provides support to major financial institutions and multi-national corporations around the world as those services relate to the review and validation of international tax documentation (e.g., Forms W-8, W-9, 1099, 1042-S, etc.). Drawing on extensive operational and tax technical expertise, Tax Solutions outsourcing offerings cover end-to-end services meeting domestic, non-resident, FATCA tax withholding and information return reporting needs, as well as the Common Reporting Standard due diligence and reporting requirements. The Outsourcing Delivery team is seeking a high energy, detail driven and personable Tax Reporting Analyst to lead our clients to the finish line.

• Coordinate and conduct tax document return and transmittal examination (IRS Forms 1099, 1042, 8966 as well as CRS jurisdictional XMLs), checking for completeness and accuracy based on operational standards and regulatory/jurisdictional requirements.

• Act as client relationship lead for tax reporting processes as they relate to data collection, return generation, client review, and timely preparation/submission of applicable returns.

• Serve as a primary point of contact for assigned clients and handle both day-to-day account review processes and urgent escalations in a professional and timely manner.

• Provide subject matter expertise where required on client & team inquiries regarding applicable statutes, tax authority guidance and general industry approaches & best practices.

• Address tax compliance and remediation requests with clients and/or their account holders in accordance with IRS regulations and Outsourcing protocol as part of audit exposure elimination efforts.

• Monitor legislative and regulatory developments impacting withholding and reporting requirements.

• Address client queries on S&P developed software and tax return validation logic.

• Participate in client status conferences to discuss generation progress and process questions.

• Understand and exhibit a strong emphasis on the ability to work quickly, efficiently, and accurately.

• Must conform to all company policies, including data protection and confidentiality requirements.

• Successfully pass any required drug testing and background checks as required by company policy or client requirement.

What We’re Looking For:

• Batchelor’s Degree or higher

• Tax internships or tax experience a big plus

• Experience in customer service and financial data operations

• 1-3 years’ experience preferred

• Have an excellent client service ethos and be able to communicate effectively with priority clients

• Strong analytical and interpersonal skills

• MS Office Proficiency

• Attention to detail and good multitasking skills

• Ability to meet tight deadlines and display a strong degree of flexibility while working under pressure

This role is limited to persons with indefinite right to work in the United States.

Flexible Working (optional)

We pride ourselves on our agility and diversity, and we welcome requests to work flexibly. For most roles, flexible hours and/or an element of remote working are usually possible. Please talk to us at interview about the type of arrangement that is best for you. We will always try to be adaptable wherever we can.

Return to Work

Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative (link to career site page when available), we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace.

Grade/Level (relevant for internal applicants only): 7

The Location: Andover, MA (Hybrid work schedule available)

Compensation/Benefits Information:

S&P Global states that the anticipated base salary range for this position is $46,000 - $55,000. Base salary ranges may vary by geographic location.

In addition to base compensation, this role is eligible for an annual incentive plan.

This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, visit https://www.spgbenefitessentials.com/newhires.

If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person. 

The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law.

About Company Statement:

S&P Global delivers essential intelligence that powers decision making. We provide the world’s leading organizations with the right data, connected technologies and expertise they need to move ahead. As part of our team, you’ll help solve complex challenges that equip businesses, governments, and individuals with the knowledge to adapt to a changing economic landscape.

S&P Global Market Intelligence partners with customers to broaden their perspective and operate with confidence by bringing them leading data sources and technologies that embed insight in their daily work.

OPRTON203 - Entry Professional (EEO Job Group)

Job ID: 283065
Posted On: 2023-04-19
Location: Andover, Massachusetts, United States

Salary : $46,000 - $55,000