Senior Analyst,Transfer Agency (Tax Team)

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

The Role  

Working as part of a dedicated Tax Team in the Transfer Agency Department, providing high touch client service to a range of Northern Trust's Transfer Agency clients. The department provides third party fund services to numerous fund management companies covering the full range of shareholder servicing functions including dealing, registration, tax, finance and the Investor Services Centre. As an individual contributor within the TA Tax, you will support the accurate and timely completion of all tax regulatory filings.

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

• Respond promptly and appropriately to queries received from clients, investors and internal teams

• Escalation point for unresolved tax issues from other TA teams

• Liaising internally across multiple teams and jurisdictions

• Proactively focus on service and process improvements, getting involved with any ad hoc projects that arise.

• Comply with the regulatory regime in which Northern Trust operates as appropriate to the above role

• Exercise due care and diligence, and ensure that the responsibilities of the role are organized and controlled within the ambit of regulation, compliance and risk management

• A flexible approach to work and being capable of handling multiple priorities in a fast-paced environment.

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

• Attention to detail and solid documentation techniques  

• Excellent verbal and written communication skills 

• Ability to collaborate effectively across teams

• Flexible approach towards changing work methods, deadlines, and variable workloads 

• Organizational skills are needed to prioritize assignments and daily organization of work

• Good team player, self-starter, flexible, with the ability to work under pressure with minimal supervision

Work Authorization

Applicants must have the right to work in Ireland at the time of application and for the duration of employment.

Please note that Northern Trust is unable to provide employment permit sponsorship for this role. This includes Critical Skills Employment Permits, General Employment Permits, Intra-Company Transfer Employment Permits, Stamp 1G permissions, and other employment permits under Irish immigration frameworks.

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.