ASSOCIATE

Position: Associate

Department: Depositary, CSD, & Issuer Services

Office Hours: Monday – Friday 9:00 AM -- 5:00PM

*New hires must be onsite daily for first 3 months, then will switch to Hybrid schedule

Position Overview

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.

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

Qualifications

• 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

Additional Information

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. The starting salary for this role is $74,000. 

Accommodations

• 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.
• Reasonable accommodations may be made to ensure individuals with disabilities can perform essential functions. GlobeTax is an Equal Employment Opportunity Employer.

*Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time;

*This description reflects management’s assignment of essential functions, it does not proscribe or restrict the tasks that may be assigned;

*This job description is subject to change at any time