ASSOCIATE

Job DetailsLevel: EntryJob Location: Corporate Office - New York, NY 10004Salary Range: $74,000.00 - $74,000.00 Salary/yearPosition: 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

QualificationsQualifications

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