ASSOCIATE

GLOBE TAX SERVICES INCORPORATED•New York, NY

24d•$72,000 - $72,000•Hybrid

About The Position

The Associate is responsible for maintaining tax reclamation processes in coordination with the Depositary Banks, banks/brokers, custodians and Tax Authorities. The individual in this position is expected to manage communications with said institutions and adhere to Standard Operating Procedure policies to ensure a successful outcome for the client.

Requirements

1+ year(s) of experience in Financial Services preferred
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

Nice To Haves

Foreign language skills a plus
Additional language skills are a plus, particularly Portuguese

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