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Financial Services Team Lead
3 weeks ago
About Our Organization:
Northern Trust is a Fortune 500 company with over 130 years of experience and more than 22,000 partners serving the world's most sophisticated clients.
We remain true to our principles of service, expertise, and integrity, using leading technology and exceptional service to deliver innovative financial solutions.
Tax Operations Team Lead:
The Team Lead is a key role in International withholding tax processing, reporting to the Core Operations Manager. Responsibilities include managing team requests, records, and documentation, accurately identifying, processing, and tracking tax relief at source or reclaims on behalf of our global client base.
- Lead a team of professionals in Tax Operations
- Organize work, assign tasks, set priorities, and monitor activities
- Possess leadership and organizational skills to prioritize assignments and provide feedback
- Manage operational risk through identification, adherence to procedures, and adequate resource allocation
- Ensure timely and accurate processing of tax reclaims
- Monitor and close out queries within required deadlines
- Engage with Global Sub Custodians and Tax Agents
- Conduct operational risk assessments
- Track and monitor tax technical changes
- Deliver regular MIS reports to management as required
Requirements:
- Strong time-management skills with ability to effectively prioritize tasks
- Excellent communication and organizational skills
- Fundamental knowledge of Tax Operations gained through significant exposure to business disciplines
- Leadership skills
- Track record of implementing process improvements
- Awareness of risk management and ability to escalate issues
- Understanding of custodial responsibilities pertaining to withholding tax management
- Prior tax experience in Financial Services is advantageous
Our Workplace:
We value diversity and inclusion, and our work environment is designed to promote collaboration and innovation.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company dedicated to sustainability.