Sr Consultant, Transfer Agency at Northern Trust

Dublin, County Dublin, Ireland

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, BankingIndustries

Requirements

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
Ability to review and resolve complex issues in a timely manner
Strong planning and organizational skills
Attention to detail and solid documentation techniques
Excellent verbal and written communication skills
Ability to collaborate effectively across teams
Ability to complete activities and projects with minimal supervision
Ability to meet strict deadlines by multi-tasking and prioritising assigned deliverables
Flexible approach towards changing work methods, deadlines, and variable workloads

Responsibilities

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
Provide timely and accurate information to clients and management on tax reporting
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
Work with the team, internal departments and group project teams on any allocated projects
Participating at client meetings, department meetings and induction training on behalf of the team
Work with internal departments to evaluate and implement changes in proposed new regulations and to ensure that all requirements are met
Provide ongoing tax technical guidance and operational support to TA teams

Skills

Key technologies and capabilities for this role

IUT CalculationsFATCA ReportingCRS ReportingTax ComplianceRegulatory FilingsTax ReportingClient Query ResolutionOperational Procedures

Questions & Answers

Common questions about this position

What experience is required for the Senior Consultant, Transfer Agency role?

A College or University degree and/or relevant work experience is required, with operational experience in a Transfer Agency or Tax role preferred. Key skills include numerical competence, strong problem-solving, analytical abilities, planning, organization, attention to detail, excellent communication, collaboration, and ability to work independently under deadlines.

Is this a remote or office-based position?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What is the company culture like at Northern Trust?

Northern Trust emphasizes a flexible and collaborative environment, with principles of service, expertise, and integrity, and refers to employees as partners.

What makes a strong candidate for this Senior Consultant position?

Strong candidates will have a degree or relevant experience in Transfer Agency or Tax, demonstrate numerical competence, problem-solving, attention to detail, communication skills, and the ability to handle complex issues independently while meeting strict deadlines.