Consultant, Transfer Agency-Tax Transparent Funds

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 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.

The key 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. 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 [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.