Senior Tax Consultant

Job Description

Senior Tax Consultant Sr Tax Consultant, Transfer Agency New 📅    83046 Requisition # 📅    2 days ago Post Date Senior Tax Consultant, Transfer Agency Job Description: The Senior Consultant candidate will be responsible for managing and coordinating the annual tax form production and filings on behalf of the Transfer Agency clients and investors and leading a variety of US Transfer Agency regulatory projects.

Knowledge/ Skills: This position requires well developed project and process management skills acquired through managing and leading large scale/complex projects or processes. Strong analytical and communication skills are needed to draft detailed project plans, vendor business requirements, provide project updates and regulatory communications to a wide audience. Strong organizational skills are required to manage multiple tasks in a fast-paced, time sensitive environment.

The ability to quickly learn Transfer Agency processes and systems and to work effectively in a team environment is critical. Financial services industry professional with prior tax and regulatory experience preferable. Major Duties:

1. Lead annual tax process consisting of planning, executing system events, tax form output review, IRS filings, state filings and guidance and communication to internal partners, vendors and clients. 2. Lead a variety of TA regulatory projects of varying size and complexity demonstrating strong leadership and project management skills. 3. Manage and resolve IRS and state related inquires notices and penalties.

4. Lead annual tax planning and preparation including: review of annual IRS and regulatory publications, notices or changes, complete process review/ analysis of annual changes, draft vendor and internal business requirements and data mapping changes, document test plans and issue management, complete required testing, and execute post implementation monitoring. 5. Provides subject matter expertise for new or complex products/services and oversees the implementation of new processes to support these products/services on an ongoing basis to ensure that client needs and regulatory requirements are met. 6. Stay abreast of regulatory updates/changes impacting mutual funds and alternative investment products.

Liaise with government agencies, regulatory authorities, industry, vendors and internally to make recommendations for handling TA processes. 7. Develop expertise to facilitate the execution of core tax and regulatory processes including: client or investor issue research/escalation, client onboarding, client change, regulatory initiatives and cost basis. Experience: Minimum of 7-10 years’ experience of project management and tax and regulatory experience in financial services.

About Northern Trust: Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Working with

Us: As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve! We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018.

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 ethical companies. Build your career with us and apply today.

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