Associate, Operations

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: 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. 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. 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. Maintaining SLA’s and work Quality by delivering client adhoc as of mentioned timelines 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. Flexibility to work across US shifts. 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. A flexible and analytical approach to problem solving and Ability to work under pressure and to strict deadlines Experience in Client Outreach Space, Regulatory & Compliance and financial data operations and Client support are required. 0 -2+ years of experience. Strong analytical and interpersonal skills Familiarity with bank compliance and risk management a plus.