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Refinitiv Sr. Product Support Representative, Tax Reporting in New York, New York

Our data empowers financial advisors with perspectives that go beyond the headlines. It unlocks capabilities that allow client relationships to grow and thrive. With our easy-to-use analytical tools, we provide the market data that will support advisory relationships and guide clients through investment decisions. That's the power of our Wealth Management solutions. We offer best-in-class infrastructure, news and market content that match our clients' business requirements and will delight customers.

Refinitiv Maxit Tax Information Reporting (TIR) provides data processing, management, and reporting tools used by brokerage client tax operations to manage tax processing in daily mode and throughout tax season.

Our Tax Reporting Team is searching for a tax savvy Sr. Product Support Representative. This role will be responsible for scheduling tax events and handling issues that arise from our Maxit Tax Information Reporting clients. Our team performs analysis, proposes and documents fixes, and executes changes. You will assist our clients in data collection through the tax reporting process and drive production of forms (1099, 1042S, etc.) and delivery to the IRS (via FIRE filing).


Deliver an exceptional client experience by completely resolving client issues and honoring commitments

Maintain ticket volumes

Ensure that time-to-resolution is within operational targets

Support Client Services with more complex issues by providing impact analysis, uses cases, and data flow descriptions

Develop requirements for product changes that are associated to a client-reported Tax Reporting issue

Establish processes and procedures to increase the efficiency of resolving and correcting issues

Develop and tailor client tax run schedules to each client's needs; Coordinate and manage the scheduling of all tax forms for clients and ensure on time delivery of tax processing

Perform low complexity data fixes


3+ years of experience, preferably working with larger-scale clients

Bachelor's degree or equivalent experience

Excellent verbal and written communication and interpersonal skills

Professional and courteous demeanor and ability to collaborate with a team

Business analysis leading to solutions, design proposals, and requirements

Strong product knowledge in at least one of the product domains covered by Refinitiv Maxit products

Financial services experience preferred

Software as a Service (SaaS) experience preferred

Understanding of mid-range, web, and data processing technologies

Excellent problem-resolution skills and ability to multi-task in a fast-paced environment

Ability to meet established productivity, effectiveness, training and quality goals, and accept and incorporate feedback

Flexibly respond to changing business needs

People are at the heart of what we do and drive the success of our business. Our culture of connecting, creating opportunity and delivering excellence shape how we think, how we do things and how we help our people fulfil their potential.

At LSEG we embrace diversity and actively seek to attract individuals with unique backgrounds and perspectives. We break down barriers and encourage collaboration, enabling innovation and rapid development of solutions that make a difference. Our workplace generates an enriching and rewarding experience for our people and customers alike. Our vision is to build an inclusive culture in which everyone feels driven to reach their potential.

We know that real personal growth cannot be achieved by simply climbing a career ladder - which is why we encourage and enable a wealth of avenues and interesting opportunities for everyone to broaden and deepen their skills and expertise.

LSEG are committed to supporting emotional, physical, financial and societal wellbeing. Our tailored benefits are a key part of this commitment and we offer colleagues a range of support from healthcare and retirement planning to paid volunteering days and consumer discounts.

We also make reasonable accommodations for applicants and employees with disabilities. If an accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please make your recruiter aware, we want to ensure you perform at your best.

As a global organisation spanning 70 countries and one rooted in a culture of growth, opportunity, diversity and innovation, LSEG is a place where everyone can grow, develop and fulfil your potential with purposeful careers.

Please take a moment to read this carefully, as it describes what personal information the London Stock Exchange Group (LSEG) ("We") may hold about you, what it's used for, and how it's obtained, .

If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.

As a global business, we rely on diversity of culture and thought to deliver on our goals. Therefore we seek talented, qualified employees in all our operations around the world-regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law. Refinitiv is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.