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 MyHRHelp@ntrs.com.

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.

Sr Consultant, Transfer Agency

Job Description