Tax Reporting Analyst I

**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 incorporate 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**:
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.
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.
**What We’re Looking For**:
**Basic Required Qualifications**:
Bachelor's degree REQUIRED (or higher)
1 - 3 years related experience. Tax internship experience ok
1-3 years’ experience in front-facing customer service and financial data operations preferred.
Have an excellent client service ethos and be able to communicate effectively with priority clients
Strong analytical and interpersonal skills
Advanced MS Excel skills REQUIRED (formulas/v-lookups, etc.)
Attention to detail and good multitasking skills
Ability to meet tight deadlines and display a strong degree of flexibility while working under pressure
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.
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.
**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 i