GlobeTax · 1 day ago
Associate
New York, NY
Full-time
Hybrid
Entry Level
$72K/yr - $72K/yr
1+ years expGlobeTax is a company that specializes in tax reclamation services, and they are seeking an Associate to manage communications with Depositary Banks, custodians, and Tax Authorities. The role involves maintaining tax reclamation processes and ensuring timely execution and filing of tax reclaims.
Finance
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
Qualification
Required
1+ year(s) of experience in Financial Services
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
Preferred
Foreign language skills
Additional language skills are a plus, particularly Portuguese
Company
GlobeTax
GlobeTax was founded in 1992 to master the complex and ever-changing landscape of double taxation treaties and help all investors maximize investment returns.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Len Lipton
Managing Director
Company data provided by crunchbase