Senior Analyst, Tax Processing
3 weeks ago
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Role/ Department:
As part of the Custody Tax Operations team, the Tax Analyst is at the centre of the International withholding tax processing. Reporting to the Team leader, responsibilities will be to ensure that the team requests, records, and manages Northern Trust's client tax documentation, and accurately identifies, processes, and tracks opportunities for the reduction of withholding tax on behalf of Northern Trust's global client base. The role will require responding quickly and professionally to inquiries in an accurate and timely manner and a focus to continually improve the service offered to clients.
The key responsibilities of the role include:
- Take on assigned tasks from the Team Manager and Team Leader
- Process, scan, record, distribute and file large volumes of documentation received by the team on a daily basis
- Review work of others
- Provide training and control reporting as needed
- Handle complex queries and refer complicated issues to higher level specialists or regional tax teams as needed
- Respond promptly and appropriately to general queries received from clients, custodians, and Relationship Managers
- Work closely with the relevant contacts within the scope of the process and for clients to provide the best possible service, responding to queries and escalating as appropriate
- Be aware of all service level agreements in place
- Continuously meet and exceed the expectations and requirements of all clients
- Review processes and procedures to ensure tasks are completed efficiently to a high standard
Skills/ Qualifications:
- Bright, articulate, and entrepreneurial with a demonstrated ability to navigate through obstacles, work under pressure, and successfully deliver to tight deadlines in a fast-moving business environment
- Demonstrated client servicing capabilities and excellent communication skills
- Must be resilient to pressure and have the ability to adapt quickly
- Accuracy and attention to detail at all times
- Numerically competent with strong problem-solving and analytical skills
- Good core IT skills – Adobe, Excel, MS Office, Word, etc.
- Ability to work within a team environment
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies Build your career with us and apply today.
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
For further information, and to apply, please visit our website via the "Apply" button below.
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