Tax Solutions Specialist

7 days ago


Andover, Massachusetts, United States Markit Full time
Job Summary

We are seeking a highly skilled Tax Solutions Specialist to join our team at IHS Markit. As a key member of our due diligence operations team, you will be responsible for tax document validation review, account remediation, and other client back-office functions related to U.S. and foreign tax documentation requirements.

Key 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.
  • Act as client relationship lead and project manager for due diligence processes as they relate to account onboarding practices, form solicitations or account remediation efforts.
  • 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.
  • Assist clients with withholding rate calculations and verification of tax treaty benefits prior to distributions and payment events.
  • Develop long-term relationships with existing clients, connecting with key business executives and stakeholders.
  • Monitor legislative and regulatory developments impacting withholding and reporting requirements.
  • Work through new requirement discussions with the client and identify short-term workarounds.
  • Address client queries on CTI developed software and tax form validation logic.
  • Participate in client status conferences to discuss validation progress and processing questions.
Requirements
  • Experience in customer service and financial data operations
  • Bachelor's Degree
  • Tax internships or tax experience a plus
  • 1-3 years experience preferred
  • Excellent client service ethos and ability 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 ability to work in a fast-paced environment
  • Strong verbal and written communication skills
  • Able to contribute on an individual basis and as part of a team
About IHS Markit

IHS Markit is a global leader in providing information, analytics, and solutions to businesses and governments. 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.

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 us.


  • Tax Specialist

    4 days ago


    Andover, Massachusetts, United States Internal Revenue Service Full time

    Job SummaryWe are seeking a highly skilled Tax Specialist to join our team at the Internal Revenue Service. As a Tax Specialist, you will be responsible for conducting tax examinations, analyzing tax returns, and ensuring compliance with tax laws and regulations.Key ResponsibilitiesConduct tax examinations to ensure compliance with tax laws and...

  • Tax Specialist

    7 days ago


    Andover, Massachusetts, United States Internal Revenue Service Full time

    Job SummaryWe are seeking a highly skilled Tax Specialist to join our team at the Internal Revenue Service. As a Tax Specialist, you will play a critical role in ensuring the accuracy and compliance of tax returns and payments.Key ResponsibilitiesConduct thorough examinations of tax returns and records to identify errors and discrepancies.Apply knowledge of...

  • Tax Specialist

    15 hours ago


    Andover, Massachusetts, United States Internal Revenue Service Full time

    Job SummaryWe are seeking a highly skilled Tax Specialist to join our team at the Internal Revenue Service. As a Tax Specialist, you will play a critical role in ensuring the accuracy and compliance of tax returns and related documents.Key ResponsibilitiesConduct thorough examinations and investigations of individual and business taxpayers to identify...


  • Andover, Massachusetts, United States Nebula Technologies Full time

    We are Nebula Technologies, a leading consulting firm that provides tailored solutions to businesses across various industries. Our team of experts is dedicated to helping companies navigate complex legal, business, and tax challenges.As a Financial Accountant and Tax Specialist, you will play a crucial role in supporting our clients in achieving their...

  • Tax Professional

    4 weeks ago


    Andover, Massachusetts, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance and support to our clients, helping them navigate complex tax laws and regulations.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clients...


  • Andover, Massachusetts, United States ConsultNet Technology Services and Solutions Full time

    Position Overview:ConsultNet Technology Services and Solutions is in search of a dedicated Analyst to join our Tax Solutions Outsourcing team. This role is pivotal within our due diligence operations, focusing on essential tasks such as tax document validation, account remediation, and various client back-office functions that adhere to both U.S. and...


  • Andover, Massachusetts, United States ConsultNet Technology Services and Solutions Full time

    Position Overview:ConsultNet Technology Services and Solutions is looking for a dedicated Analyst to join our Tax Solutions Outsourcing team. This role will primarily focus on the due diligence operations, where the selected candidate will be responsible for reviewing tax documents, remediating accounts, and performing various back-office functions...

  • Tax Advisor

    3 weeks ago


    Andover, Massachusetts, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance and support to our clients.Key ResponsibilitiesProvide tax preparation, tax audit support, and tax planning services to clients year-round.Build and maintain strong relationships with...

  • Tax Advisor

    4 weeks ago


    Andover, Massachusetts, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will play a critical role in providing expert tax guidance and support to our clients.Key ResponsibilitiesBuild and maintain strong relationships with clients to understand their tax needs and provide personalized solutions.Conduct tax interviews...

  • Tax Analyst

    2 weeks ago


    Andover, Massachusetts, United States Hire Talent Full time

    Job SummaryWe are seeking a highly skilled Tax Analyst to join our team in the Due Diligence Operations department. The ideal candidate will have a strong background in tax compliance and advisory/consulting, with experience in U.S. domestic and non-resident tax, FATCA, and global AEOI requirements.Key ResponsibilitiesCoordinate and conduct tax document...

  • Tax Analyst

    2 weeks ago


    Andover, Massachusetts, United States Tekwissen Full time

    Job Title: Tax Analyst IOverview:TekWissen Group is a leading workforce management provider with a global presence. We are seeking a highly skilled Tax Analyst I to join our team in Andover, MA. As a Tax Analyst I, you will be responsible for providing tax compliance and advisory services to our clients.Key Responsibilities:Conduct tax document examination...


  • Andover, Massachusetts, United States Skyworks Solutions Full time

    Unlock Your Potential in the World of TechnologySkyworks Solutions is a leading innovator of high-performance analog semiconductors, powering the wireless networking revolution. As a key player in this exciting field, we're seeking a talented RF Validation/Design Specialist to join our team.About the RoleWe're looking for a skilled engineer to design and...

  • Tax Analyst I

    1 week ago


    Andover, Massachusetts, United States TekWissen ® Full time

    Job Title: Tax Analyst IJoin TekWissen Group, a leading workforce management provider, as a Tax Analyst I in our Due Diligence Operations team. As a key member of our team, you will play a crucial role in ensuring the accuracy and completeness of tax documents for our clients.Job Summary:We are seeking a highly skilled Tax Analyst I to join our team. The...

  • Tax Analyst

    3 weeks ago


    Andover, Massachusetts, United States Internal Revenue Service Full time

    Job SummaryWe are seeking a highly skilled Tax Analyst to join our team at the Internal Revenue Service. As a Tax Analyst, you will play a critical role in ensuring the effective operation of our tax programs and services.Key ResponsibilitiesProvide technical guidance on tax-related issues and proposals to ensure alignment with regulatory and administrative...


  • Andover, Massachusetts, United States Raytheon Full time

    About the Role:Raytheon is a leading technology company dedicated to helping nations and allies defend freedoms and deter aggression. With over a century of experience and expertise in engineering, we strive to create a safer and more secure world through innovative solutions.Job Summary:We are seeking a highly skilled Semiconductor Process Development...

  • Payroll Specialist

    1 week ago


    Andover, Massachusetts, United States Straumann Full time

    Job SummaryWe are seeking a highly skilled Payroll Specialist to join our team at Straumann. As a key member of our payroll department, you will be responsible for delivering exceptional services in payroll administration, processing US and Canada payrolls, and maintaining time and attendance.Key ResponsibilitiesProcess bi-weekly payroll for US &...


  • Andover, Massachusetts, United States Innova Solutions Full time

    Job SummaryInnova Solutions is seeking a highly skilled Quality Assurance Associate to join our team. As a Quality Assurance Associate, you will play a critical role in ensuring the quality and safety of our products.Key ResponsibilitiesProvide Quality Assurance support to GMP clinical manufacturingReview and approve various Good Manufacturing Practices...


  • North Andover, Massachusetts, United States Innovative Cost Solutions Full time

    Job OverviewSalary: $50,000 to $60,000Position: Billing SpecialistInnovative Cost Solutions is a dynamic and rapidly expanding organization that has consistently achieved growth since its establishment in 2006. Recognized as one of the 50 fastest-growing private firms in Massachusetts for two consecutive years, we are in search of intelligent, analytical,...


  • Andover, Massachusetts, United States Raytheon Technologies Corporation Full time

    Job Title: Procurement SpecialistAt Raytheon Technologies Corporation, we are seeking a highly skilled Procurement Specialist to join our team.Key Responsibilities:Support the procurement process to ensure timely and cost-effective delivery of goods and services.Develop and maintain strong relationships with suppliers to drive business performance and supply...

  • Beauty Specialist

    3 weeks ago


    Andover, Massachusetts, United States NovaTech Solutions Full time

    About NovaTech SolutionsWe are a dynamic and innovative company that offers a wide range of beauty treatments and services. Our team of experts is dedicated to providing high-quality services to our clients, and we are always looking for talented individuals who share our passion for beauty.Why Choose Us?We offer a motivated and dynamic work...