Associate

GlobeTax; New York (NY); On-site; USD 67,000 - 81,000; Full time

Job summary

GlobeTax in the New York area is seeking an Associate to maintain tax reclamation processes in coordination with banks, custodians and tax authorities. You will manage communications and ensure SOP compliance to deliver successful client outcomes.

The role requires onsite work initially, with a transition to hybrid after 3 months; candidate should reside in the greater NYC area and be ready to engage with multiple financial partners daily.

Qualifications

• 1+ year of experience in Financial Services preferred.
• Strong verbal and written communication skills.
• Bachelor’s degree or equivalent from non-U.S. university.
• Excellent attention to detail and accuracy.
• Proficiency with Microsoft Excel and Office.
• Ability to organize, multi-task and meet deadlines.
• Highly motivated with strong analytical abilities.
• Willingness to innovate and improve processes.
• Able to work independently and in a team.

Responsibilities

• Acquire understanding of dividends, investment instruments, and international markets.
• Collect, validate, enter and organize tax reclaim forms from clients.
• Execute and file tax reclaims with authorities in various markets.
• Monitor reclaim status until payment is secured.
• Process payments and distribute funds to clients promptly.
• Communicate with banks and brokers to provide service support.
• Coordinate with institutions to create tax relief and reclaim schedules.
• Verify and update country-specific tax reclaim procedures and tables.
• Publish market notices detailing tax reclaim processes and eligibility.
• Ensure high level of client service and collaborate with other departments.

Skills

Strong verbal and writtencommunication

Attention to detail

Organizational skills

Multi-tasking

Teamwork

Independent work

Client service mindset

Foreign language skills

Analytical skills

Education

Bachelor's degree or equivalent from non - U.S. university

Tools

Microsoft Excel

Microsoft Office

Job description

Office Hours

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. Candidates should be located in greater NYC area due to onsite requirement.

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