Senior Consultant - Transfer Agency (TA) Tax and Tax Transparent Funds (TTF) Hub

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.

• As a Senior Consultant in the Transfer Agency (TA) Tax and Tax Transparent Funds
• (TTF) Hub, you will responsible for managing the TTF hub process of supporting
• clients and investors from onboarding through the full TTF lifecycle and
• identifying enhancements to the TTF operating model.

• 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.

• As an individual contributor within the TA Tax and TTF Hub team, you will also
• manage the accurate and timely completion of all tax regulatory submissions.

The key responsibilities of the role include

• Manage the TTF hub process including completion of daily work, timely

turnaround/delivery, procedure adherence, error measurement and mitigation

• Ensuring that TA Tax and TTF hub partners are supported in their roles and

are effectively managing their daily duties

• Liaising effectively with internal departments and teams to ensure a positive

client service is achieved

• Manage the tax reporting process 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 issues from other TA teams or internal

departments

• 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
• Interacting with various internal operational areas to improve processes,

research processing problems and deliver efficiencies

• Identifying internal team processes for optimisation

Skills/ Experience Required

• A College or University degree and/or relevant work experience
• Operational experience in a Transfer Agency, Tax or TTF role is preferred
• Numerically competent with strong problem solving and analytical skills
• Ability to review and resolve complex issues in a timely manner
• 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

• 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. 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

[MyHRHelp@ntrs.com?subject=Reasonable%20Accommodation%20-%20Job%20Application%20and%20Employment%20Process],

or alternatively you can discuss your individual requirements with the recruiter

you are working with.