Withholding Tax Reduction and Compliance Specialist
7 days ago
Role Summary:
Northern Trust is seeking a highly skilled professional to join their Custody Tax Operations team as a Withholding Tax Reduction and Compliance Specialist. This individual will be responsible for managing client tax documentation, identifying opportunities for withholding tax reduction, and responding to inquiries.
Key Responsibilities:
- 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 and/or regional tax teams as required.
- Respond promptly and appropriately to general queries from clients, custodians, and Relationship Managers.
- Work closely with relevant contacts within the scope of the process to provide the best possible service, responding to queries and escalating as necessary.
- 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.
Requirements:
- Bright, articulate, and entrepreneurial with a demonstrated ability to navigate 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.
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