Associate, Operations

**About the Role**:
**Grade Level (for internal use)**: 07 Job Description
The Team
Tax Solutions by S&P Global was designed by a team of leading industry experts to deliver comprehensive outsourcing and technology solutions for the global marketplace. No matter which jurisdiction or regulatory obligation your business encounters, Tax Solutions enables customers to scale and streamline tax compliance processes. Through our secure electronic exchange, you can reduce the resource burdens of tax, onboarding and accounts payable teams while creating the efficiencies necessary to manage an ever-increasing scope of compliance processes.
From QI and FATCA to CRS due diligence, Section 871(m), Section 305(c), and other regulatory requirements, Tax Solutions helps you achieve timely and accurate regulatory compliance including validation of Forms W-8, W-9, KYC documents and self-certifications, withholding rate calculations, GIIN/TIN matching and information return reporting. Our technology teams deliver quarterly system upgrades to continuously address the constantly evolving tax environment. This is all backed by our team of dedicated professionals who can assist with onboarding and outsourcing to save critical time and resources.
Duties & Accountabilities
- Coordinate and conduct tax document examination (IRS Forms W-8 and W-9, as well as CRS self-certification), checking for completeness and accuracy based on operational standards and regulatory requirements.
Act as client relationship lead for due diligence processes as they relate to account onboarding practices, form solicitations or account remediation efforts.
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.
Assist clients with withholding rate calculations and verification of tax treaty benefits prior to distributions and payment events.
Monitor legislative and regulatory developments impacting withholding and reporting requirements.
Address client queries on Tax Solutions developed software and tax form validation logic.
Participate in client status conferences to discuss validation progress and processing 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**:
Completed Bachelor's Degree or equivalent
Experience in customer service and financial data operations
1-3 years’ experience preferred
Tax internships or tax experience a big plus
Be able to communicate effectively with priority clients and sales prospects
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.
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 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 Globa