Financial Services Analyst
2 days ago
As a leading global financial institution, Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions. Our enduring principles of service, expertise, and integrity have been in continuous operation since 1889.
We are committed to assisting the communities we serve by providing exceptional client experiences and fostering a flexible and collaborative work culture. Our team environment encourages movement within the organization and accessible senior leaders.
Job Summary
The Custody Tax Operations team seeks a skilled Tax Analyst to ensure seamless international withholding tax processing. Reporting to the Team leader, responsibilities will include ensuring accurate identification, processing, and tracking of opportunities for withholding tax reduction on behalf of Northern Trust's global client base.
Key Responsibilities:
- Process, scan, record, distribute, and file large volumes of documentation received by the team.
- Review work of others and provide training 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 excellent service, responding to queries and escalating as necessary.
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