Outsourcing Delivery Analyst

S&P Global, Inc.; Andover, Northern (MA, KY); Hybrid; USD 45,000 - 58,000; Full time

Benefits offered by this job

Annual incentive plan

Comprehensive benefits

Career development opportunities

Job summary

S&P Global Market Intelligence, part of S&P Global, is hiring a Tax Reporting Analyst in the United States to support outsourcing delivery for tax documentation review and submission. You will lead client-facing tax reporting, ensure accuracy, and stay compliant with IRS and CRS requirements.

Qualifications include 1–3 years in client service, strong Excel skills, and a Bachelor’s degree or equivalent. The role offers an incentive plan and comprehensive benefits.

Qualifications

• 1-3 years experience in front-facing client service role with excellent client service ethos and communication skills
• Advanced MS Excel skills (formulas/v-lookups, etc.)
• Strong analytical and interpersonal skills
• Attention to detail and good multitasking skills with ability to meet tight deadlines

Responsibilities

• Coordinate and conduct tax document review and validation (IRS Forms 1099, 1042, 8966 and CRS XMLs)
• Act as client relationship lead for tax reporting processes from data collection to submission
• Serve as primary contact for assigned clients and manage day-to-day reviews and escalations
• Provide SME guidance on tax guidance and industry best practices
• Address tax compliance and remediation requests with clients per IRS regulations and Outsourcing protocol
• Monitor regulatory developments impacting withholding and reporting requirements
• Answer questions on S&P developed software and tax return validation logic; participate in status conferences
• Demonstrate ability to work quickly, efficiently and accurately
• Comply with all company policies including data protection and confidentiality
• Pass required drug testing and background checks as required

Skills

Client service

MS Excel

Analytical skills

Communication skills

Education

Bachelor’s degree or equivalent

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, please click here

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

Advanced MS Excel skills (formulas/v-lookups, etc.)
Strong analytical and interpersonal skills
Attention to detail and good multitasking skills with ability to meet tight deadlines

Additional Preferred Qualifications:

Bachelor’s degreein relevant fieldor equivalentwork experience

Experience in front-facing financial data operations client service role

Right to Work Requirements:

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

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, andmake decisions with conviction.

For more information, visit www.spglobal.com/marketintelligence.

What’s In It For You?

Our Mission:

Advancing Essential Intelligence.

Our People:

We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you, so you cantake care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include:

• Health & Wellness: Health care coverage designed for the mind and body.
• Flexible Downtime: Generous time off helps keep you energized for your time on.
• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.
• Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.
• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize