ASSOCIATE

GlobeTax is a company that specializes in tax reclamation services. They are seeking an Associate responsible for maintaining tax reclamation processes, managing communications with various financial institutions, and ensuring adherence to Standard Operating Procedure policies to achieve successful outcomes for clients.

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

Skills

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

Company Overview