Senior Tax Liaison
Senior Tax Liaison
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$ 83100 - 141300
1 Vacancy
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 worlds 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 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.
SENOIR TAX LIAISON
OH: R146934
SUMMARY
The Senior Tax Liaison will function as the primary connection point between Northern Trust and our external tax services providers. This role involves facilitating effective communication organizing tax-related information and problem-solving for seamless collaboration and service delivery. This role will be responsible for overseeing the conveyance of all required information to our external tax services providers providing exceptional client service and supporting clients as needed. Additionally the Senior Liaison will oversee client relations and participate in governance committees ensuring adherence to best practices and quality standards.
MAJOR DUTIES
- Oversee the organization and management of tax-related documents and information to ensure timely and accurate processing
- Address and resolve complex issues or discrepancies that arise between the internal liaison team clients and external providers
- Establish workflows and best practices for communication and completion of distinct types of tax reporting
- Participate in governance committees and other oversight mechanisms
- Cursory reviews with externally prepared tax reporting to ensure accuracy and provide feedback on processes
- Serves as an analytical person and trouble shooter for issues that may arise in the preparation of tax services responses to audit and communications with internal client servicing external providers and clients as requested
- Provide exceptional client servicing responding to inquiries and supporting clients with tax-related matters
The ideal candidate will benefit from having the following competencies:
KNOWLEDGE and SKILLS
- In-depth experience with the preparation and review of personal fiduciary estate charitable and/or custody tax reporting
- Comprehensive understanding of tax laws regulations and compliance requirements particularly those relevant to high-net-worth individuals families and charitable organizations.
- Excellent verbal and written skills for consulting with internal partners external vendors and other stakeholders
- Strong organizational skills to manage multiple tasks priorities and deadline effectively
- Expertise in effectively managing processes and leveraging technology
EXPERIENCE:
- Bachelors Degree in Finance Accounting or related field and/or relevant work experience
- Experience in Wealth Management and/or Asset Servicing
- Background within at least one tax area (charity fiduciary asset servicing personal estate custody)
- Proven experience in client servicing and managing external vendor relationships
Salary Range:
$83100 - 141300 USDSalary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension) health and welfare benefits (medical dental vision spending accounts and disability) paid time off parental and caregiver leave life & accident insurance and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to assisting the communities we serve!Join a workplace with a greater purpose.
Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us andapply today.#MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at .
We hope youre excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Required Experience:
Senior IC
Employment Type
Full-Time
