Sr Tax Outsourcing Manager - S&P Global
Andover, MA
About the Job
About the Role:
Grade Level (for internal use):
11
About the Role:
The Team: CTI 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, CTI 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:
The CTI Tax Solutions Outsourcing 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.
+ Manage multiple engagements/projects, while maintaining on-time deliverables.
+ Manage a team of 3-5 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.
Compensation/Benefits Information:
S&P Global states that the anticipated base salary range for this position is $75,395.00 - $132,323.75. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.
In addition to base compensation, this role is eligible for an annual incentive plan.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits, we provide to our employees, please click here (https://spgbenefits.com/benefit-summaries/us) _._
What We’re Looking For:
Basic Required Qualifications:
+ Batchelor’s Degree or higher
+ 5+ years of proven experience in a tax related field with previous people and process management experience with an overall experience of 8 – 10 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. VBA will be Plus.
+ 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.
Right to Work Requirements:
This role is limited to persons with indefinite right to work in the United States.
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.
For more information, visit www.spglobal.com/marketintelligence .
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.
From 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. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
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 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: 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.
For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
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. It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.
-----------------------------------------------------------
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.
If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law.
-----------------------------------------------------------
10 - Officials or Managers (EEO-2 Job Categories-United States of America), OPRTON103.2 - Middle Management Tier II (EEO Job Group)
Job ID: 299587
Posted On: 2024-04-30
Location: Andover, Massachusetts, United States
Grade Level (for internal use):
11
About the Role:
The Team: CTI 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, CTI 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:
The CTI Tax Solutions Outsourcing 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.
+ Manage multiple engagements/projects, while maintaining on-time deliverables.
+ Manage a team of 3-5 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.
Compensation/Benefits Information:
S&P Global states that the anticipated base salary range for this position is $75,395.00 - $132,323.75. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications.
In addition to base compensation, this role is eligible for an annual incentive plan.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits, we provide to our employees, please click here (https://spgbenefits.com/benefit-summaries/us) _._
What We’re Looking For:
Basic Required Qualifications:
+ Batchelor’s Degree or higher
+ 5+ years of proven experience in a tax related field with previous people and process management experience with an overall experience of 8 – 10 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. VBA will be Plus.
+ 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.
Right to Work Requirements:
This role is limited to persons with indefinite right to work in the United States.
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.
For more information, visit www.spglobal.com/marketintelligence .
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.
From 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. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. We’re constantly seeking new solutions that have progress in mind. Join us and help create the critical insights that truly make a difference.
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 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: 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.
For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries
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. It doesn’t stop there, we strive to better reflect and serve the communities in which we live and work, and advocate for greater opportunity for all.
-----------------------------------------------------------
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.
If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.
US Candidates Only: The EEO is the Law Poster http://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf describes discrimination protections under federal law.
-----------------------------------------------------------
10 - Officials or Managers (EEO-2 Job Categories-United States of America), OPRTON103.2 - Middle Management Tier II (EEO Job Group)
Job ID: 299587
Posted On: 2024-04-30
Location: Andover, Massachusetts, United States
Source : S&P Global