Summer Intern, Managed Services - Tax Outsourcing

S&P Global; Massachusetts; On-site; USD 28,000 - 34,000; Full time

Job summary

S&P Global is offering a Summer Intern – Tax Reporting Analyst position in the United States. The role provides hands-on exposure to tax reporting operations, supporting data validation and filing processes under the guidance of experienced professionals. You will develop analytical and communication skills in a professional financial-services environment.

Gain experience with U.S. and international tax reporting, FATCA/CRS, and Microsoft Excel while contributing to meaningful projects and

Qualifications

• Pursuing a Bachelor's degree or higher with graduation in fall 2027 or spring 2028.
• Strong written and verbal communication skills.
• Strong analytical, problem-solving, and interpersonal skills.

Responsibilities

• Support review and validation of tax reporting data for completeness and accuracy.
• Assist with tax reporting processes including IRS Forms 1099, 1042-S, and 8966, and FATCA/CRS for international reporting.
• Support preparation and review of client data used in tax return generation.
• Track reporting activities, deadlines, and client deliverables.
• Perform data analysis and reconciliation using Excel and internal systems.
• Research information related to tax reporting procedures and regulatory requirements.

Skills

Written & verbal comms

Analytical thinking

Team collaboration

Education

Bachelor's degree or higher

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Microsoft Teams

Job description

About the Role

Grade Level (for internal use): 05 The Team: S&P Global's Network and Regulatory Compliance group provides technology, operational expertise, and industry best practices that help financial institutions manage risk, comply with regulatory requirements, and meet their compliance obligations. Within Tax Solutions, the Outsourcing Delivery team supports major financial institutions and multinational corporations with tax documentation, withholding, information reporting, and regulatory reporting requirements.

The Impact

At S&P Global, information, technology, and expertise come together to help customers make better-informed decisions.

Summer Intern – Tax Reporting Analyst

As a Summer Intern - Tax Reporting Analyst, you will gain hands‑on exposure to tax reporting operations while working alongside experienced professionals. You will have opportunities to develop analytical, organizational, communication, and technical skills in a professional financial‑services environment.

What’s in it for you

• Gain practical experience in a global financial-services organization.
• Learn about U.S. and international tax reporting processes.
• Work with experienced Tax Reporting professionals on meaningful projects and operational activities.
• Build your proficiency with Microsoft Excel and other business applications.
• Develop professional communication, analytical, and problem‑solving skills.
• Participate in networking, learning, and professional‑development opportunities.

Compensation/Benefits Information

S&P Global states that the anticipated base salary range for this position is $20 to $25. 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. This role is not eligible for additional compensation such as an annual incentive bonus or sales commission plan.

Responsibilities

• Supporting the review and validation of tax reporting data and documentation for completeness and accuracy.
• Assisting with tax reporting processes involving IRS Forms 1099, 1042-S, and 8966, as well as international reporting requirements such as FATCA and CRS.
• Supporting the preparation and review of client data used in tax return generation.
• Assisting team members with tracking reporting activities, deadlines, outstanding items, and client deliverables.
• Performing data analysis and reconciliation using Microsoft Excel and other internal systems.
• Researching and documenting information related to tax reporting processes, procedures, and regulatory requirements.
• Assisting with quality‑control reviews and identifying potential discrepancies or incomplete information.
• Supporting responses to client and internal team questions under the guidance of experienced team members.
• Participating in team and client meetings, as appropriate, to gain exposure to tax reporting operations and client service.
• Learning and following established operating procedures, regulatory requirements, data‑protection standards, and confidentiality requirements.
• Working collaboratively with team members while demonstrating accuracy, organization, professionalism, and attention to detail.
• Participating in special projects and other operational initiatives as assigned.

Qualifications

• Currently pursuing a Bachelor's degree or higher, with an expected graduation date in fall 2027 or Spring 2028.
• Strong written and verbal communication skills.
• Strong analytical, problem‑solving, and interpersonal skills.
• Working knowledge of Microsoft Office applications, particularly Excel, Outlook, Word, and Teams.
• Strong attention to detail with the ability to manage multiple tasks and priorities.
• Strong organizational and time‑management skills.
• Ability to work collaboratively in a team environment and independently when needed.
• Willingness to learn new systems, processes, and procedures.
• Interest in taxation, tax reporting, financial services, or regulatory reporting is helpful but not required.

Note

The internship program will run from June 1 through August 6, 2027.

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, and make decisions with conviction.

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

Our Mission

Advancing Essential Intelligence.

Our People

We're more than 35,000 strong worldwide – 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