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About the Role

The Associate is responsible for maintaining tax reclamation processes in coordination with Depositary Banks, banks/brokers, custodians, and Tax Authorities. This role involves managing communications with these institutions and adhering to Standard Operating Procedure policies to ensure successful client outcomes.

Responsibilities

• Acquire a general understanding of dividends, investment instruments (e.g., depositary receipts), international financial markets, and the firm’s proprietary systems.
• Collect, validate, enter, and organize tax reclaim forms obtained from clients.
• Execute and file tax reclaims with the appropriate authorities in various markets.
• Monitor and update the status of tax reclaims until payment is secured.
• Process payments and ensure funds are distributed to clients promptly.
• Communicate with banks and brokers to provide product and service support.
• Liaise with various institutions to create and implement tax relief & reclaim schedules.
• Verify and update country-specific tax reclaim procedures and tax tables.
• Produce and publish market notices detailing tax reclaim processes and eligibility.
• Ensure clients are provided the highest level of customer service.
• Coordinate with other departments on interdisciplinary projects.

Requirements

• 1+ year(s) of experience in Financial Services preferred.
• Foreign language skills a plus.
• Strong verbal and written communication skills.
• Bachelor’s degree or equivalent from non-U.S. university.
• Strong attention to detail.
• Proficiency in Microsoft Office suite, particularly Excel.
• Ability to organize, multi-task, and manage deadlines.
• Highly motivated with excellent analytical skills.
• Desire to innovate and improve upon processes.
• Ability to work both independently and within a team.
• Ability to maintain professionalism with colleagues and clients.
• Commitment to providing the highest level of service for client satisfaction.
• The role requires sitting for extended periods of time and the ability to speak and hear.
• Specific vision abilities include close vision for data entry.

Skills

• Microsoft Office suite
• Excel
• Analytical skills
• Communication skills

Location

• Corporate Office - New York, NY 10004

Work Type

• Onsite (first 3 months)
• Hybrid (after 3 months)

Experience Level

• Entry

Education Level

• Bachelor's degree or equivalent

Salary/Compensations

• $74,000.00 - $74,000.00

About the Company

• GlobeTax provides a reasonable pay range for all open roles, although specific salary is influenced by a variety of factors including but not limited to skill set, education, and level of experience.

Equal Opportunity

• GlobeTax is an Equal Employment Opportunity Employer.