Consultant, Transfer Agency-Tax Transparent Funds
Posted 6 days 8 hours ago by Northern Trust Corp
Permanent
Full Time
Consulting & Corporate Strategy Jobs
Limerick, Limerick, Ireland
Job Description
Consultant, Transfer Agency-Tax Transparent FundsApplylocations: Limerick, Irelandtime type: Full timeposted on: Posted Todayjob requisition id: R149902 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.