About the Role:Grade Level (for internal use): 10
The Tax Solutions Outsourcing group is seeking a highly qualified people manager for placement within the due diligence operations team. Successful candidates will oversee 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.
The Team: Tax Solutions of S&P Global provides outsourcing (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, W-9, 1099, 1042, 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.
Responsibilities and Impact: Manage client engagements/projects, while maintaining on-time deliverables.Manage a team of 5-10 individuals to execute tax due diligence initiatives.Evaluate the scope of work/project plans and make recommendations to improve process plans.Manage relationships with clients, internal teams, and all stakeholders.Prepare project progress and status reports for the 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.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.Foster, develop, and grow a team.What We're Looking For: Basic Required Qualifications: Experience in working as Project Manager lead.People management experience.Excellent analytical, project management, and problem-solving skills.Strong communication skills with exceptional presentation expertise.Manage conflicting priorities and communicate effectively with clients.Strong attention to detail and organizational skills focusing on quality and process.Maintain and report Key Performance Indicator (KPI) metrics to upper management.Proficient in Microsoft Office Suite and Advanced Excel.Additional Preferred Qualifications: 5+ years of proven experience in a tax-related field with a proven track record of success in completing tax due diligence projects.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.
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 Benefits: 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: It's 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 awards—small perks can make a big difference.Diversity, Equity, and Inclusion at S&P Global: At S&P Global, we believe diversity fuels creative insights, equity unlocks opportunity, and inclusion drives growth and innovation – Powering Global Markets. Our commitment centers on our global workforce, ensuring that our people are empowered to bring their whole selves to work.
Equal Opportunity Employer: S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
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