About the Role:

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 (Buysides 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 Subscribers 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

Whats 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.
• Develop understanding of custom reporting related projects along with valuable skills on building client relationships.
• Getting to learn In Demand tools/softwares like:
  • Advanced excel
  • PostgreSQL
  • Audit Command Language
  • Macros/VBA
  • GenAI Tools
• 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:

• Query and Analyze system data integrate client data using the data analysis program Diligent High Bond ACL to automate recurring projects often working with technical teams (product development programming and reporting).
• Taking up of projects that specifically involve making custom reports writing queries in PSQL VBA or ACL (Audit command Language).
• Taking up new and upcoming data analysis related projects working on them proactively and conducting training sessions for other teammates.
• Taking initiatives on projects that involve automating currents processes using Large Language Models or VBA codes.
• Taking up projects and delivering them within the set timelines. Further taking up responsibility of processes leading them and increase their operational efficiency.
• Becoming proficient in supporting Tax Utility clients (buyside and sell-side firms) requirements on one or more products. This includes setting up accounts and users access running reports outreaches demo calls supporting clients on their regulatory and compliance needs and mapping entities

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 activities

Ensure all customers receive first class service consistent with S&P Globals expectations including but not limited to identifying and resolving client issues following up with clients based off SLAs assisting with ad hoc projects and answering customer inquiries.

Cultivate foster and manage relationships with internal clients.

Work with business partners to validate the integrity of data and documents maintained for all Regulatory and Compliance platforms

Developathorough understanding of buyside and sell side platforms

Become highly skilled in the suite of solutions such as Core Regulations and Tax Utility

• Develop understanding of and expertise on Regulatory and Compliance space especially FATCA CRS etc.
• Flexibility to work across UK and US shifts on a rotational basis.
• Monitor legislative and regulatory developments impacting withholding and reporting requirements.
• Relationship building with all key clients both internal & external.
• Maintaining SLAs and work Quality by delivering client adhocs as of mentioned timelines.

What Were Looking For:

• We are looking for a skillful individual who has basic experience in Reporting and workflow management. Also the preferred candidate should be proficient in Data Analysis skills with basic knowledge of SQL querying writing. Experience with PSQL Diligent Highbond ACL and advanced knowledge of MS Excel alongwith Macros/VBA a big plus.
• 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.
• Candidates having experience of automating current processes using python or VBA will be preferred.
• The Candidate will be required to gain process and product knowledge within 1-2 months start processing live operations activities and partner with client service product development and quality assurance team to meet the day to day BAU requirements and get cross-skilled on multiple products.
• Strong verbal and written communication skills are required to communicate effectively with onshore team and have an excellent client service ethos.
• A flexible and analytical approach to problem solving and Ability to work under pressure and to strict deadlines.
• Flexibility to work across US & UK shifts.
• Experience in Client Outreach Space Regulatory & Compliance and financial data operations and Client support are required.
• Batchelors Degree along with 0.5 to 2 years experience.
• 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 andmake decisions with conviction.

For more information visit In It For You

Our Mission:

Advancing Essential Intelligence.

Our People:

Were more than 35000 strong worldwideso were 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 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. Were committed to a more equitable future and to helping our customers find new sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity Discovery Partnership

Throughout our history the worlds 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 cantake care of business. We care about our people. Thats why we provide everything youand your careerneed 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: Its 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 awardssmall perks can make a big difference.

For more information on benefits by country visit: Hiring and Opportunity at S&P Global:

At S&P Global we are committed to fostering a connected andengaged workplace where all individuals have access to opportunities based on their skills experience and contributions. Our hiring practices emphasize fairness transparency and merit ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration we drive innovation and power global markets.

Recruitment Fraud Alert:

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Required Experience:

IC