Tax Compliance Intern

S&P Global • Andover, MA

2d • $25

About The Position

The Tax Solutions Outsourcing group is seeking a highly motivated Intern for placement within the due diligence operations team. Successful candidates will assume a role which will require tax document validation review, account remediation and other client back-office functions related to U.S. and foreign tax documentation requirements. Applicants with prior experience in complementary tax compliance review as part of financial account onboarding for banks and other financial institutions are of particular interest.

Requirements

• Bachelor’s Degree in progress completed no later than May 2027
• Have an excellent client service ethos and be able to communicate effectively with priority clients and sales prospects
• Strong analytical and interpersonal skills
• 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
• Strong verbal and written communication skills are required.
• Able to contribute on an individual basis and as part of a team

Nice To Haves

• Tax internships or tax experience a big plus
• Experience in customer service and/or financial data operations a big plus

Responsibilities

• Coordinate and conduct tax document examination (IRS Forms W-8 and W-9, as well as CRS self-certification), checking for completeness and accuracy based on operational standards and regulatory requirements.
• Assist clients with withholding rate calculations and verification of tax treaty benefits prior to distributions and payment events.
• Address client queries on Tax Solutions developed software and tax form validation logic.
• Participate in client status conferences to discuss validation progress and processing 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.

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.

What This Job Offers

• Career Level: Intern