About the Role:

Grade Level (for internal use):

09

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 remediations.

• 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:

This position requires a flexible individual who is analytical and possesses strong communication skills. The position involves dealing with various levels of management, both internal to S&P Global as well as external clients to the firm.  The successful candidate must be organized, capable of addressing inquiries on time, and possess acute problem-solving skills.  

• Lead and motivate the team to generate new ideas and create efficiencies.

• Create weekly dashboards to review and track progress on the team’s metrics 

• Provide in-depth analysis to management where the team fell short on internal/external SLA’s, along with proposed remediation plans to correct going forward 

• 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.

• 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.

• 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.

• Leadership experience between 2 – 5 years

• Flexibility to work across US/Night shifts.

• A flexible and analytical approach to problem solving and Ability to work under pressure and to strict deadlines.

• 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.

• Experience in Client Outreach Space, Regulatory & Compliance and financial data operations and Client support are required.

• Strong analytical and interpersonal skills

• Familiarity with bank compliance and risk management a plus.

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.
 

20 - Professional (EEO-2 Job Categories-United States of America), OPRTON202.1 - Middle Professional Tier I (EEO Job Group)