Grade Level (for internal use):
The Team:
Tax Utility is a solution within the overall portfolio of S&P Global Tax Solution offerings that essentially provides a mechanism for exchanging and sharing required tax documentation for the clients (Buyside’s and Sell side).
Subscribers of Tax Utility gain access to a cutting-edge platform that provides direct access to thousands of pre-validated tax packages. This includes a professionally verified tax certification, a validation summary report and any supporting legal documents used to substantiate the information provided on the tax form.
We facilitate onboarding of tax documentation associated with IRS guidelines, client permissions and identifying refresh populations
The Impact:
Tax Utility provides direct use of a searchable repository of pre-validated tax form packages ready for immediate use, with significant time savings.
Enhanced management over form expirations & ability to automatically validate a Subscriber’s existing tax form data and related profiles, allowing for seamless validation and rapidly processing without manual intervention changes in circumstance, with availability of automated workflows & dashboards to manage remediation's.
Tax utility address all outreach, validation & monitoring needs associated with actionable Tax Utility (TU) items, following the below processes:
Onboarding
Outreach
Validation
Monitoring
What’s in it for you:
Develop understanding of and expertise on Regulatory and Compliance space, especially FATCA, CRS, etc. and for buyside and sell side platforms.
Proactive operational support to ensure that clients receive a premier service regarding the following:
Subscriber Tax Reporting
Client Support
Clients’ projects and explore opportunities to gain operational efficiencies.
Exploring and working on live client platform
Gaining knowledge about different work dashboards.
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 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.
Become highly skilled in understanding and maintaining Operational Processes, including assisting peers and leadership with creating SOPs, UAT testing and implementing a quality control review of operational BAU activities.
Relationship building with all key clients both internal & external.
Maintaining SLA’s and work Quality by delivering client adhoc as of mentioned timelines
Work with business partners to validate the integrity of data and documents maintained for all Regulatory and Compliance platforms.
Tax Utility supports clients (buyside and sell-side firms) based requirements for one or more products. This includes setting up accounts and users’ access, running reports, outreaches, client calls, supporting clients on their tax documents that has failed validation.
What We’re Looking For:
The ideal candidate will need to be detail oriented and task driven with a strong work ethic and able to work in a fast-paced environment along with a big team and should also be able to contribute on an individual basis and as part of a team.
Tax internships or tax experience a big plus
Strong verbal and written communication skills are required to communicate effectively with onshore team and have an excellent client service ethos.
Data analysis skills with basic knowledge of MS Excel and understand SQL & Oracle databases querying are preferable.
A flexible and analytical approach to problem solving and Ability to work under pressure and to strict deadlines
Flexibility to work across US shifts (7:00 PM - 04:00 AM
Experience in Client Outreach Space, Regulatory & Compliance and financial data operations and Client support are required.
Bachelor’s Degree along with 3-4 + years’ experience.
Strong analytical and interpersonal skills
Familiarity with bank compliance and risk management a plus.In the instance there isn’t an existing team, speak about the business instead.
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.
What’s In It For You?
Our Purpose:
Progress is not a self-starter. It requires a catalyst to be set in motion. Information, imagination, people, technology–the right combination can unlock possibility and change the world.
Our world is in transition and getting more complex by the day. We push past expected observations and seek out new levels of understanding so that we can help companies, governments and individuals make an impact on tomorrow. At S&P Global we transform data into Essential Intelligence®, pinpointing risks and opening possibilities. We Accelerate Progress.
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. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
Our Values:
Integrity, Discovery, Partnership
At S&P Global, we focus on Powering Global Markets. 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 can take 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
Diversity, Equity, and Inclusion at S&P Global:
At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation – Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work. It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.
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Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law.
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