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Consultant, Transfer Agency-Tax Transparent Funds

Northern TrustLimerick, Munster, IrelandFULL-TIME
Posted 1 week ago
International TaxPrivate ClientIndirect / VAT
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Role description

From the employer

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.

###experience### and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. As a Consultant in the Transfer Agency (TA) and Tax Transparent Funds (TTF) Hub, you will support clients and investors from onboarding through the full TTF lifecycle, while helping to maintain and enhance the TTF operating model. As an individual contributor within the TA Tax and TTF Hub team, you will also support the accurate and timely completion of all tax regulatory filings.

###responsibilities### of

###the role### include: Working with clients and investors through the TTF on-boarding phase Completing TTF tracker documents for clients and investors, sharing with clients and internally as appropriate Supporting TTF clients and investors on an ongoing daily basis 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 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 Liaising internally across multiple teams and jurisdictions Work with the team, internal departments and group project teams on any allocated projects Proactively focus on service and process improvements, getting involved with any ad hoc projects that arise 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### Demonstrated ability to collaborate effectively across teams Flexible approach towards changing work methods, deadlines, and variable workloads Organisational

###skills### are needed to prioritize assignments and daily organisation 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.

###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.

###requirements### with the recruiter you are working with. Looking for greater? You found it.

A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies. Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.

S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), 1800-425-0333 (India), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

###EEO STATEMENT### It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice.

This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

###EEO STATEMENT### Northern Trust is an

###Equal Opportunity### Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance. EMEA

###EEO STATEMENT### It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice.

This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

###EEO STATEMENT### It is the policy of The Northern Trust Company to afford

###equal opportunity### in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)

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