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

About the Role:

Grade Level (for internal use):

07

About the Role:

The Team: S&P’s Network and Regulatory Compliance group offers best-in-class technology and in corporate 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.

Responsibilities and Impact:

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.

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 develop

Compensation/Benefits Information:

S&P Global states that the anticipated base salary range for this position is $45,000to $58,000. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.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,

ment, setting you up for success as you begin your career.

WhatWe’reLookingFor:

Basic Required Qualifications:

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