About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
Role/ Department:
As a Senior Consultant Tax Specialist in the Transfer Agency (TA) department you will be responsible for providing comprehensive, in-depth technical guidance, tax compliance, operational support and direction on tax matters within the Transfer Agency business and its impact within the broader Northern Trust business.
You will be an individual contributor within the TA Tax team, you will be responsible for ensuring that all tax regulatory filings are completed accurately and on time.
The key responsibilities of the role include:
- Complete and review Investment Undertaking Tax (IUT) and 8th year deemed disposal tax calculations
- Complete and review tax reporting to ensure reports (IUT and FATCA & CRS) are accurately prepared and submitted in a timely manner
- Provide timely and accurate information to clients and management on tax reporting
- Ensure operating procedures are maintained, with the overall objective of enhancing the client experience to maintain the service quality
- Respond promptly and appropriately to queries received from clients, investors and internal teams
- Escalation point for unresolved tax issues from other TA teams
- Work with the team, internal departments and group project teams on any allocated projects
- Participating at client meetings, department meetings and induction training on behalf of the team
- Work with internal departments to evaluate and implement changes in proposed new regulations and to ensure that all requirements are met
- Provide ongoing tax technical guidance and operational support to TA teams
Skills/ Experience Required:
- A College or University degree and/or relevant work experience
- Operational experience in a Transfer Agency or Tax role is preferred
- Numerically competent with strong problem solving and analytical skills
- Ability to review and resolve complex issues in a timely manner
- Strong planning and organizational skills
- Attention to detail and solid documentation techniques
- Excellent verbal and written communication skills
- Ability to collaborate effectively across teams
- Ability to complete activities and projects with minimal supervision
- Ability to meet strict deadlines by multi-tasking and prioritising assigned deliverables
- Flexible approach towards changing work methods, deadlines, and variable workloads
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected].
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
