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    WO

    Wolters Kluwer

    Financial Services

    Technical Writer – Legal & Tax Analysis - Hybrid: Chicago, IL

    USA - Riverwoods, IL, United StatesFull-time$53.7k – $92kPosted 6d ago
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    Job description

    Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our customers make critical decisions to help save lives, improve the way we do business, build better judicial and regulatory systems. We help them get it right.

    Who We Are: Wolters Kluwer: The world is a big place, find your place here

    Hybrid: 8 days a month, in one of our 3 Chicago area offices.

    Our Locations: Contact Wolters Kluwer | Wolters Kluwer

    What We Offer:  

    The Technical Writer/Analyst – Legal/Finance role offers the opportunity to work with complex corporate actions, tax, legal, and securities content while developing specialized expertise in a highly collaborative environment. You will join a team that supports products relied upon by financial institutions, banks, brokerage firms, investment management organizations, and legal professionals.

    What You'll be Doing:

    As a Technical Writer/Analyst – Legal/Finance, you will research, analyze, and develop content for Wolters Kluwer's Capital Changes corporate actions product suite. Capital Changes provides comprehensive corporate actions tax content covering daily and historical U.S. and international corporate events, including analysis, commentary, and taxability determinations.

    You will conduct in-depth research and analysis of debt and equity securities and corporate actions involving publicly held companies, including mergers, spin-offs, exchange offers, and other complex transactions. You will focus on understanding and communicating the tax and withholding consequences associated with these events.

    This is a fast-paced, highly collaborative editorial environment with daily publishing deadlines. Success in this role requires strong research and analytical capabilities, attention to detail, sound judgment, and the ability to produce accurate, clear, and publishable content.

    Key Tasks:

    • Research tax issues related to securities and corporate actions.
    • Research and track daily corporate actions involving publicly held companies.
    • Analyze complex corporate filings and related legal and financial documents.
    • Research source documents needed to explain the structure and tax consequences of corporate transactions.
    • Analyze and summarize tax opinions and other guidance provided by legal counsel or companies.
    • Determine and communicate taxability and withholding consequences associated with corporate actions.
    • Develop, write, edit, and publish accurate content and updates for the Capital Changes product suite.
    • Provide research-based responses and support to internal teams and clients when tax opinions or other source materials are not available.
    • Prioritize and manage a large volume of files and research assignments while meeting daily publishing deadlines.
    • Maintain a high level of accuracy and consistency across published content.
    • Communicate professionally and courteously with clients, including large financial institutions, banks, brokerage firms, attorneys, and other industry professionals.
    • Collaborate with team members through the editorial review process and incorporate feedback and revisions.
    • Stay current on relevant tax, legal, securities, and corporate actions developments to support accurate and timely content.

    You're a Great Fit if You Have:

    • A Bachelor's degree in Business, Finance, Accounting, or a related field, with a minimum of 3 years of experience in Legal, Accounting, Audit, Compliance, Tax, Finance, or a related field; OR a JD, CPA, or Master's degree in Taxation, with a minimum of 1 year of experience in Legal, Accounting, Audit, Compliance, Tax, Finance, or a related field.
    • Knowledge or relevant coursework in corporate tax, tax accounting, capital changes, corporate filings, cost basis, or related areas.
    • Knowledge and understanding of U.S. federal taxation.
    • A solid understanding of securities and financial markets.
    • Strong research and analytical skills, with the ability to interpret complex legal, financial, and corporate documents.
    • Excellent written and verbal communication skills, with the ability to translate complex information into clear, concise, publishable content.
    • Strong reading comprehension and critical-thinking skills.
    • Exceptional attention to detail and a commitment to accuracy.
    • The ability to manage multiple priorities and meet daily, deadline-driven publishing requirements.
    • The ability to work effectively in a collaborative editorial environment and remain receptive to feedback and revisions.
    • Strong personal initiative and sound judgment, with the ability to independently identify questions, investigate issues, and determine appropriate next steps when source documentation is incomplete.
    • Flexibility, creativity, and the ability to adapt in a fast-paced environment.

    We are an incredibly supportive team that truly enjoys what we do and who we do it with. We play a key role within WK and assist in driving the daily success. If you have a passion for making a true difference within an organization, while working alongside a genuinely caring and supportive team, we highly encourage you to apply. #BeTheDifference

    Additional Information: 

    Wolters Kluwer offers great benefits and programs to help meet your needs and balance your work and personal life, including Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available at https://www.mywolterskluwerbenefits.com/index.html

    Diversity Matters: Wolters Kluwer strives for an inclusive company culture in which we attract, develop, and retain diverse talent to achieve our strategy. As a global company, having a diverse workforce is of the utmost importance. We've been recognized by employees as a European Diversity Leader in the Financial Times, as one of Forbes America’s Best Employers for Diversity in 2022, 2021 and 2020 and as one of Forbes America’s Best Employers for Women in 2021, 2020, 2019 and 2018. In 2020, we placed third in the Female Board Index, and were recognized by the European Women on Boards Gender Diversity Index. Wolters Kluwer and all of our subsidiaries, divisions and customer/departments is an Equal Opportunity / Affirmative Action employer.

    The above statements are intended to describe the general nature and level of work being performed by most people assigned to this job.  They’re not intended to be an exhaustive list of all duties and responsibilities and requirements.

    Our Interview Practices

    To maintain a fair and genuine hiring process, we kindly ask that all candidates participate in interviews without the assistance of AI tools or external prompts. Our interview process is designed to assess your individual skills, experiences, and communication style. We value authenticity and want to ensure we’re getting to know you—not a digital assistant. To help maintain this integrity, we ask to remove virtual backgrounds and include in-person interviews in our hiring process. Please note that use of AI-generated responses or third-party support during interviews will be grounds for disqualification from the recruitment process.

    Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process.

    Compensation:

    $53,700.00 - $91,950.00 USD
    This role is eligible for Bonus.

    Compensation range listed is based on primary location of the position.  Actual base salary offer is influenced by a wide array of factors including but not limited to skills, experience and actual hiring location. Your recruiter can share more information about the specific offer for the job location during the hiring process. 

    Additional Information:

    Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave. Full details of our benefits are available upon request.

    Job details are sourced from the employer's original posting.

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    About the company

    Wolters Kluwer

    Wolters Kluwer Financial & Compliance Services division is looking for a Senior Software Engineer to work out of our St. Cloud, MN location. The Financial & Compliance Services division of Wolters Kluwer consists of businesses that empower professionals in highly regulated industries to make the best decisions in a rapidly changing, global environment by providing the knowledge-rich solutions and services they need to manage risk across their business, improve efficiency and profitability, and support their firm’s goals. There are three business units within the Wolters Kluwer Financial & Compliance Services division: Wolters Kluwer Financial Services, which provides risk, compliance and audit solutions specifically designed to help financial organizations around the world manage risk, ensure compliance and improve efficiency and effectiveness; Wolters Kluwer Audit, Risk & Compliance, a provider of audit, risk and compliance software for professionals in highly regulated industries; and Wolters Kluwer Transport Services, which provides real-time marketplace and transport management services on-demand. Headquartered in Minneapolis, Minn., the Financial & Compliance Services division employs 2,100 people and has offices in more than 20 countries.

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    Industry
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