About the Role:

Grade Level (for internal use):

Department overview

Tax Solutions of S&P Global provides Managed Services (along with consulting and technology products/services) 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 WS etc.). Drawing on extensive operational and tax technical expertise Tax Solutions Managed Services 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.

Position summary

Tax Solutions Managed Services group is seeking a highly qualified people manager for placement within the due diligence operations team. Successful candidates will assume a role which oversees a team managing tax document validation review account remediation and other client back-office functions related to U.S. and foreign tax documentation requirements. Candidates with experience in tax compliance or advisory/consulting background in U.S. domestic and non-resident tax (Chapters 3 and 61) FATCA (Chapter 4) and global AEOI requirements are of particular interest. Applicants with prior experience in complementary tax compliance review as part of financial account onboarding for banks and other financial institutions are also welcome. People and process management experience is required.

Duties & accountabilities

• Manage multiple engagements/projects while maintaining on-time deliverables.

• Manage a team of 5-10 individuals to execute on tax due diligence initiatives.

• Evaluate scope of work/project plans and make recommendations for improved process plans.

• Manage relationships with clients internal teams and all stakeholders.

• Prepare project progress and status reports for leadership team and clients.

• Identify and work to resolve gaps in process or project execution.

• Develop long-term relationships with existing clients connecting with key business executives and stakeholders.

• Must utilize strong adaptability skills and become an expert on our proprietary products through classroom web and on the job training and experience.

• Work through new requirement discussions with the client and identify short-term workarounds.

• Identify upsell opportunities for tax related services or products.

• Ability to foster develop and grow a team

Business competencies

• Batchelors Degree or higher

• 10 years of proven experience in a tax related field with previous people and process management experience with an overall experience of 15 years in compliance field.

• Experience in working as Project Manager lead.

• Excellent analytical project management and problem-solving skills.

• Strong communication skills with exceptional presentation expertise.

• Data analysis skills with intermediate knowledge of MS Excel required.

• Ability to manage conflicting priorities and communicate effectively with clients

• Strong attention to detail and organizational skills with a focus on quality and process.

• Ability to maintain and report Key Performance Indicator (KPI) metrics to upper management.

• Must be able to work collaboratively with team members both senior and junior.

• Proficient in Microsoft Office Suite.

• Flexible to work on global time zone

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:

If you receive an email from a domain or any other regionally based domains it is a scam and should be reported to. S&P Global never requires any candidate to pay money for job applications interviews offer letters pre-employment training or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines fraudulent domains and how to report suspicious activityhere.

Required Experience:

Director