Managed Services - Tax Outsourcing

S&P Global•Boston, MA

About The Position

S&P Global’s Network and Regulatory Compliance group provides technology, operational expertise, and industry best practices to help financial institutions manage risk and meet regulatory and compliance obligations. Within Tax Solutions, the Outsourcing Delivery team supports major financial institutions and multinational corporations with tax documentation, withholding, information reporting, and regulatory reporting. As a Summer Intern - Tax Reporting Analyst, you will gain hands-on exposure to tax reporting operations in a financial-services environment, working alongside experienced professionals. The internship offers opportunities to develop analytical, organizational, communication, and technical skills while learning about U.S. and international tax reporting processes. The internship program runs from June 1 through August 6, 2027. This role is limited to persons with indefinite right to work in the United States.

Requirements

Currently pursuing a bachelor's degree or higher, with an expected graduation date in fall 2027 or spring 2028.
Strong written and verbal communication skills.
Strong analytical, problem-solving, and interpersonal skills.
Working knowledge of Microsoft Office applications, particularly Excel, Outlook, Word, and Teams.
Strong attention to detail and ability to manage multiple tasks and priorities.
Strong organizational and time-management skills.
Ability to work collaboratively in a team environment and independently when needed.
Willingness to learn new systems, processes, and procedures.
Indefinite right to work in the United States.

Nice To Haves

Interest in taxation, tax reporting, financial services, or regulatory reporting.

Responsibilities

Support the review and validation of tax reporting data and documentation for completeness and accuracy.
Assist with tax reporting processes involving IRS Forms 1099, 1042-S, and 8966, as well as international reporting requirements such as FATCA and CRS.
Support the preparation and review of client data used in tax return generation.
Help track reporting activities, deadlines, outstanding items, and client deliverables.
Perform data analysis and reconciliation using Microsoft Excel and other internal systems.
Research and document information related to tax reporting processes, procedures, and regulatory requirements.
Assist with quality-control reviews and identify potential discrepancies or incomplete information.
Support responses to client and internal team questions under the guidance of experienced team members.
Participate in team and client meetings, as appropriate, to gain exposure to tax reporting operations and client service.
Learn and follow established operating procedures, regulatory requirements, data-protection standards, and confidentiality requirements.
Collaborate with team members while demonstrating accuracy, organization, professionalism, and attention to detail.
Participate in special projects and other operational initiatives as assigned.