Global Tax Outsourcing Delivery Analyst

S&P Global; Andover (MN); On-site; USD 45,000 - 58,000; Full time

Job summary

S&P Global is seeking a Tax Reporting Analyst within the Outsourcing Delivery team to support major financial institutions and corporations in reviewing and validating international tax documentation (e.g., Form W-8/W-9, 1099, 1042-S) to ensure accuracy and regulatory compliance.

You will act as the client relationship lead for tax reporting, coordinating data collection, return generation, client reviews and timely submission, while monitoring evolving tax rules such as FATCA and CRS.

Qualifications

• 1-3 years experience in front-facing client service role with excellent client service ethos and communication skills

Responsibilities

• 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 clientamp; 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.

Skills

Front-facing client service

Communication skills

Job description

S&P Global is seeking a Tax Reporting Analyst within the Outsourcing Delivery team to support major financial institutions and corporations in reviewing and validating international tax documentation (e.g., Form W-8/W-9, 1099, 1042-S) to ensure accuracy and regulatory compliance.

You will act as the client relationship lead for tax reporting, coordinating data collection, return generation, client reviews and timely submission, while monitoring evolving tax rules such as FATCA and CRS.