Senior Manager, Client Services
Current• Assist investment clients to reclaim over-withheld taxes on American Depository Receipts and Foreign Ordinary Shares by processing their Certificates of Residency (documents essential for reclaiming foreign tax withholdings on behalf of the client)• Manage a team of six employees, overseeing them in document processing, Certificate of Residency requests, client status updates and cross-department communications, ensuring timely task resolution• Facilitated monthly meeting with contacts across several Financial Institutions to provide updates on the status of their client 's reclaims and answered any document related inquiries• Coordinate with the IRS and foreign tax authorities via email, mail, fax, and phone calls to request, track, and obtain Certificates of Residency and other applicable forms on behalf of clients• Host weekly check-in meetings with each direct report to ensure they understand both short-term and long-term goals for the company as well as their individual growth goals• Actively coach and develop team members by requesting their input on reports and projects, providing feedback, and encouraging critical thinking on day-to-day processes• Collaborate with system developers and client documentation team to ensure secure and proper form upload, filing, and storage procedures• Process monthly progress reports detailing sensitive client information and the status of their required documentation in order to file foreign withheld taxes• Communicate with Operations, Relationship Management, and Sales departments to ensure all client inquiries relating to their information, documentation, and reclaims are handled in a timely mannerGlobeTax is the leading provider of withholding tax relief, recovery and reporting services to the global financial community, processing and filing over seven million reclaims a year.
