Outsourcing Delivery Analyst

spgi; Massachusetts; On-site; USD 45,000 - 58,000; Full time

Job summary

S&P Global Market Intelligence is seeking a Tax Reporting Analyst to support outsourcing delivery for major financial institutions. You will lead the review, validation and submission of tax documents, coordinate client communications, and ensure compliance with IRS and CRS requirements.

The role requires 1–3 years in client-facing service, strong Excel skills, and the ability to work accurately under deadlines. A bachelor’s degree or equivalent experience is preferred.

Qualifications

• 1–3 years experience in front-facing client service role with strong communication skills.
• Advanced MS Excel skills (formulas/v-lookups).
• Strong analytical and interpersonal skills.
• Attention to detail and multitasking with tight deadlines.

Responsibilities

• Coordinate and conduct tax document return and transmittal examination (IRS Forms 1099, 1042, 8966 and CRS XMLs) per standards.
• Act as client relationship lead for tax reporting processes including data collection, return generation, and client review.
• Serve as primary contact for assigned clients handling day-to-day reviews and urgent escalations.
• Provide subject matter expertise on statutes, tax guidance and industry best practices.
• Address tax compliance requests with clients per IRS and outsourcing protocols.
• Monitor legislative and regulatory developments impacting withholding and reporting.
• Address client queries on S&P software and tax return validation; participate in status conferences.
• Demonstrate ability to work quickly, efficiently, and accurately.
• Comply with all company policies including data protection and confidentiality.
• Complete required drug tests and background checks as needed.

Skills

MS Excel

Analytical skills

Interpersonal skills

Attention to detail

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 $45,000 to $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.

What We're Looking For:

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 degree in relevant field or equivalent work 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