Associate

Office hours are Monday – Friday, 9:00 AM – 5:00 PM. New hires must be onsite daily for the first 3 months, then will switch to a hybrid schedule. Candidates should be located in the greater NYC area due to the onsite requirement.

About the role

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

Pay

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.