Strategic Tax Solutions Manager
2 weeks ago
About Northern Trust
Northern Trust Corporation is a leading global financial institution that has been serving clients for over 130 years.
We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our principles of service, expertise, and integrity.
Job Summary
The Strategic Tax Solutions Manager will play a key role in ensuring that our tax solutions and services are aligned with the needs of our clients.
This individual will be responsible for developing relationships with clients and third-party advisors, monitoring tax changes, and identifying opportunities to enhance our tax services.
The successful candidate will have excellent communication skills, experience in fund and custody tax administration, and a strong understanding of tax-transparent funds.
Key Responsibilities
- Develop relationships with clients and third-party advisors to ensure alignment of our tax services
- Monitor and analyze tax changes to identify opportunities to enhance our tax services
- Prepare thought leadership papers and client newsletters on tax-related topics
- Provide sales support through client and prospect pitches, including RFP responses and reviews
- Liaise with the business to improve efficiency, effectiveness, and productivity
- Track customer satisfaction and evaluate tax metrics and KPIs
- Assist with new fund launches to ensure tax requirements are met
- Review and analyze tax opinions and rulings
- Monitor capital and expenses associated with tax product initiatives
Requirements
The successful candidate will have:
- Previous experience in fund and custody tax administration
- Excellent oral and written communication skills
- Demonstrated experience creating presentations as a subject matter expert
- Demonstrated experience understanding client needs
- A College or University degree and/or relevant, proven work experience
- Relevant industry qualifications such as ACA, CPA, CTA, ADIT, and understanding of tax-transparent funds
Benefits
As a Northern Trust partner, you will enjoy a competitive salary and benefits package, including:
- An estimated annual salary of $120,000 - $150,000 based on experience
- A comprehensive health insurance plan
- A retirement savings plan with company match
- Flexible work arrangements and paid time off
- Professional development opportunities and education assistance
- A commitment to diversity, equity, and inclusion
About Us
Northern Trust Corporation is committed to providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.
We value an inclusive workplace and understand flexibility means different things to different people.
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