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Senior Tax Liaison

Senior Tax Liaison

Northern TrustChicago, IL, US
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Senior Tax Liaison

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 include :

  • 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 :

  • 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 includes :

  • Bachelor's 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 : $83,100 - 141,300 USD

    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.

    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 MyHRHelp@ntrs.com.

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