Northern Trust
Financial Services
AssociateConsultant
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate Consultant at Northern Trust. Skills: International withholding tax, Tax processing, Tax reclaims. Record client tax documentation. Manage client tax documentation”
What You'll Achieve.
Ensure maximum tax benefits
Industry & Context.
Problem solving; Analytical skills
What They're Looking For.
Must Have
5+ years financial experience
Nice to Have
CFA charterholder preferred, FRM preferred
What You'll Do.
Record client tax documentation
Manage client tax documentation
Manage exceptions on tax reclaims
Improve service offered to clients
Execute complex tax processes
Review work of others
Provide control reporting
Handle complex queries
Refer complicated issues
Perform market analysis
Focus on operational risk
Focus on control environment
Ensure procedures are followed
Highlight remediation required
Attend internal meetings
Attend external meetings
Take lead on behalf of team
Work closely with contacts
Provide best possible service
Be aware of service level agreements
Meet client expectations
Exceed client expectations
Complete tasks efficiently
Complete tasks to high standard
How You'll Work.
Team & Collaboration
Work with relevant contacts; Work with clients
Communication Scope
Client servicing
Full Job Description
**_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 Associate Consultant is at the centre of the International withholding tax processing. Reporting to the Manager/Team leader, responsibilities will be to ensure that team request, record and manage Northern Trust’s client tax documentation, and accurately identify, process and track tax reclaims and managing exceptions on same on behalf of Northern Trusts global client base so as to ensure maximum tax benefits. 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 / Team Leader but also has ability to work independently on tasks most of the time. * Responsible for execution of complex tax processes, where expertise is required to interpret policies, guidelines, exceptions and/or processes as part of own work, or in support of other Partners. * Ownership for one or more processes, reports and/or procedures. * Reviews work of others for example tax breakdowns, tax reclaims, cash exceptions. * Provide training and control reporting as needed. * Handle complex queries and refer complicated issues to higher level specialist and or regional tax team as needed. * Perform market analysis as required. * Continuous focu
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