Summer Intern Tax Outsourcing (Massachusetts)

About the Role

S&P Global's Network and Regulatory Compliance group provides technology, operational expertise, and industry best practices that help financial institutions manage risk, comply with regulatory requirements, and meet their 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 requirements.

As a Summer Intern - Tax Reporting Analyst, you will get hands-on exposure to tax reporting operations while working alongside experienced professionals. You will build analytical, organizational, communication, and technical skills in a professional financial-services environment.

What You Will Gain

• Practical experience in a global financial-services organization.
• An understanding of U.S. and international tax reporting processes.
• Work with experienced Tax Reporting professionals on meaningful projects and operational activities.
• Proficiency with Microsoft Excel and other business applications.
• Professional communication, analytical, and problem-solving skills.
• Participation in networking, learning, and professional-development opportunities.

Responsibilities

As a Summer Intern, you may help the Tax Reporting team with:

• Reviewing and validating tax reporting data and documentation for completeness and accuracy.
• Assisting with reporting processes involving IRS Forms 1099, 1042-S, and 8966, as well as international requirements such as FATCA and CRS.
• Supporting the preparation and review of client data used in tax return generation.
• Tracking reporting activities, deadlines, outstanding items, and client deliverables.
• Performing data analysis and reconciliation using Microsoft Excel and other internal systems.
• Researching and documenting tax reporting processes, procedures, and regulatory requirements.
• Assisting with quality-control reviews and flagging potential discrepancies or incomplete information.
• Supporting responses to client and internal team questions under the guidance of experienced team members.
• Joining team and client meetings, as appropriate, to see tax reporting operations and client service up close.
• Following established operating procedures, regulatory requirements, data-protection standards, and confidentiality requirements.
• Working collaboratively while demonstrating accuracy, organization, professionalism, and attention to detail.
• Taking part in special projects and other operational initiatives as assigned.

Qualifications

• 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 with the ability to manage multiple tasks and priorities.
• Strong organizational and time-management skills.
• Ability to work collaboratively in a team and independently when needed.
• Willingness to learn new systems, processes, and procedures.
• Interest in taxation, tax reporting, financial services, or regulatory reporting is helpful but not required.

Note: The internship program will run from June 1 through August 6, 2027.

Benefits

S&P Global offers health and wellness coverage, generous time off, continuous learning resources, retirement planning and a continuing education program with a company-matched student loan contribution, family-friendly perks, and everyday discounts and referral awards.

About S&P Global

S&P Global's mission is Advancing Essential Intelligence. With more than 35,000 people worldwide, the team is driven by curiosity and a shared commitment to integrity, discovery, and partnership.