Sr Analyst, Fund Admin HFS

Northern Trust Corp; Tempe, Northern (AZ, KY); Hybrid; USD 50,000 - 75,000; Full time

Job summary

Northern Trust Corp in Tempe, AZ, seeks a Tax Analyst to produce, review and analyze FATCA/CRS tax work products. This role spans Investor Services, Tax, Operations, Accounting, Valuation and IT, requiring a proactive learner in a fast-paced environment.

Ideal candidates have 0–2 years in tax compliance/reporting or accounting, with strong Excel skills and detail-oriented work habits. This role offers growth in a premier wealth and asset management firm.

Qualifications

• 0-2 years of relevant experience working within accounting or financial services firm.
• Strong PC skills, particularly in Excel.
• Analytical, organizational, and problem-solving skills.
• Detail-oriented with the ability to prioritize and organize workload.
• Proficient written and verbal communication skills.
• Adaptive, flexible style; able to work in a challenging and dynamic environment.
• Nice to Have Hedge Fund Tax and/or financial services product knowledge/domain expertise.
• Prior experience with tax form reporting.

Responsibilities

• Completing Tax analysis of tax documentation and data attributes
• Preparation and review of tax deliverables for interim and/or annual reporting
• Testing technology builds to meet upcoming tax regulations
• Reading assigned materials to stay current with hot topics in US and foreign tax law for possible updates to reporting requirements
• Collaborating with Tax Manager to ensure BAU workflow items are being reviewed in a timely manner

Skills

Analytical

Organizational skills

Problem-solving

Detail-oriented

Communication skills

Adaptable

Education

Accounting or finance degree

Tools

Excel

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Summary of the Position’s Responsibilities Summary

This role involves the production, review, and analysis of various tax work products relating to FATCA/CRS. Additional responsibilities include testing of tax initiatives and assisting in tax solution development work. This role reaches across all areas of the business including Investor Services, Tax, Operations, Accounting, Valuation and Information Technology. The successful candidate will be a self-starter who is eager to learn and grow in a dynamic, fast-paced and demanding environment. This individual will have an educational or early career background in tax compliance/reporting and/or accounting.

Major Duties and Responsibilities

• Completing Tax analysis of tax documentation and data attributes
• Preparation and review of tax deliverables for interim and/or annual reporting
• Testing technology builds to meet upcoming tax regulations
• Reading assigned materials to stay current with hot topics in US and foreign tax law for possible updates to reporting requirements
• Collaborating with Tax Manager to ensure BAU workflow items are being reviewed in a timely manner

Qualifications and Skills Required

• 0-2 years of relevant experience working within accounting or financial services firm
• Strong PC skills, particularly in Excel
• Analytical, organizational, and problem-solving skills
• Detail-oriented with the ability to prioritize and organize workload
• Proficient written and verbal communication skills
• Adaptive, flexible style; able to work in a challenging and dynamic environment
• Nice to Have Hedge Fund Tax and/or financial services product knowledge/domain expertise
• Prior experience with tax form reporting

Education Requirements

Accounting or finance degree

Salary Range

Salary Range: $50,160 - 75,240 USD Salary range is a good faith estimate of base pay.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

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 committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Terms and Conditions

Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information. APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. Canada EEO STATEMENT Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance. EMEA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development. USA EEO STATEMENT It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)