OUTSOURCING DELIVERY ANALYST - TAX INFORMATION REPORTING

Markit Ltd
Andover, MA, United States
Full-time

Outsourcing Delivery Analyst - Tax Information Reporting in Andover - Brickstone Square Outsourcing Delivery Analyst - Tax Information Reporting

The Regulatory and Compliance team offers a suite of Products that provide solutions for our clients with Tax Validation, Document Exchange and Outreach campaigns that helps manage Counterparty and Vendor risk.

Our product platform includes Markit Counterparty Manager (MCPM), Markit Tax Utility (MTU), Know Your Counterparty (KYC) and Know Your 3rd Party (KY3P), and CTI Tax Solutions (CTI)

The Outsourcing Delivery team within CTI Tax Solutions provides support 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-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.

The Outsourcing Delivery team is seeking a high energy, detail driven and personable Tax Reporting Analyst to lead our clients to the finish line.

Duties & accountabilities

  • Coordinate and conduct tax document return and transmittal preparation and examination (IRS Forms 1099, 1042, 8966 as well as CRS jurisdictional XMLs), checking for completeness and accuracy based on operational standards and regulatory / jurisdictional requirements.
  • Act as client relationship lead for tax reporting processes as they relate to data collection, return generation, client review, and timely preparation / submission of applicable returns.
  • 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.
  • Address client queries on CTI developed software and tax return validation logic.
  • Participate in client status conferences to discuss generation progress and process questions.
  • Understand and exhibit a strong emphasis on the ability to work quickly, efficiently, and accurately.
  • Must conform to all company policies, including data protection and confidentiality requirements.
  • Successfully pass any required drug testing and background checks as required by company policy or client requirement.

Education & experience

  • Bachelor's Degree or higher
  • Tax internships or tax experience a big plus
  • Experience in customer service and financial data operations
  • 1-3 years experience preferred
  • Have an excellent client service ethos and be able to communicate effectively with priority clients and sales prospects
  • Strong analytical and interpersonal skills
  • Familiarity with bank compliance and risk management a plus
  • Detail oriented and task driven with a strong work ethic and able to work in a fast paced environment
  • Strong verbal and written communication skills are required

Inclusion and diversity are critical to the success of IHS Markit, and we actively encourage applications from people of all backgrounds.

We are committed to providing equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, status as a protected veteran, or any other protected category.

For more information on the many ways in which we enthusiastically support inclusion and diversity efforts for both candidates and employees, please access our Inclusion & Diversity Statement .

We are proud to provide reasonable accommodations to applicants with disabilities. If you are interested in applying for employment with IHS Markit and need special assistance or an accommodation to use our website or to apply for a position, please contact or call +1 212 849 0399.

Determination on requests for reasonable accommodation are considered on a case-by-case basis. *This contact information (email and phone) is intended for application assistance and accommodation requests only.

We are unable to accept resumes or provide information about application status through the phone number or email address above.

Resumes are only accepted through the online application process, and only qualified candidates will receive consideration and follow-up.

IHS Markit maintains a substance-free workplace; employees may be asked to submit to a drug test (where permitted by law).

In addition, because we are a United States (US) federal contractor, we are requiring all US employees to be fully vaccinated against COVID-19, unless they have been approved for an accommodation due to a medical reason or a sincerely held religious belief.

The company also participates in the E-Verify Program to confirm eligibility to work in the US.

For information please click on the following links :

Current Colleagues

If you are currently employed by IHS Markit, please apply internally via the Workday internal careers site.

  • Req ID : R24785
  • Date Posted : 12 / 14 / 2021
  • Job Category : Consulting and Professional Services
  • Location : Andover - Brickstone Square
  • City, State : Andover, Massachusetts
  • Country : United States of America
  • 11 hours ago
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