Dividends Tax Specialist

Clune Tech is a world-leading provider of international taxation, finance, and fulfilment services to clients in over 100 countries ranging from blue-chip financial service companies to individual investors & cross-border workers.

Sprintax, part of Clune Tech, is a web-based tax return preparation software that provides a number of tax related services to non-residents in the United States. We help thousands of international visitors such as students, scholars, teachers, trainees, researchers, work and travel participants and other foreign individuals that are temporary in the United States each year with the preparation of their tax returns.

Currently we are seeking a detail-oriented and organized individual to join our team as a Dividends Tax Specialist. This role involves reviewing client tax documents, obtaining Certificate of Residence, preparing tax refund claims, maintaining accurate records in our CRM system, and communicating with clients via email to gather information or provide updates.

•  Strong attention to detail and accuracy
• Excellent written communication skills
• Experience with CRM systems (e.g., Salesforce, HubSpot, or similar)
• Basic understanding of tax documentation and refund processes is a plus
• Ability to manage multiple cases and meet deadlines
• Energy and enthusiasm
• Keen to learn new skills
• Effective office, time management and organizational skills
• Entrepreneurial approach to working in a small team
• Computer literacy – knowledge of Microsoft Office package

Responsibilities:

Why you will be doing?

• Review and verify client-submitted tax documents for accuracy and completeness
• Obtaining Certificate of Residence (CoR) based on customers’ country of residence
• Prepare and submit tax refund claims in accordance with regulatory requirements
• Update and maintain client information and case status in the CRM system
• Communicate with clients via email to request documentation, clarify details, or provide updates on their case status
• Collaborate with internal teams to ensure timely and accurate processing of claims
• Maintain confidentiality and compliance with data protection regulations
• Research, determine and document the best practices for DWT tax reclaim, including CoR requests and upfront tax relief procedures in a range of countries, including Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Ireland, Netherlands, Norway, Spain, Sweden, Switzerland, UK and US.

What’s in it for you?

• Flexible Working Policy with a combination of remote and office working*
• Multisport Cards
• 22 Annual Leave Days for all employees plus additional days with length of service
• Lifework days: ½ day each quarter to get your life work done
• Flex hours where you can work your 40 hours across 4.5 days
• Additional Health Insurance including dental and vision care
• Team Buildings & Parties
• Life Insurance
• Refer a Friend Bonus
• Discounts across various stores, theatres, restaurants
• Employee CSR Programme, CluneTech Cares, with one paid Volunteer Day per year
• CluneTech Life – corporate wellness program
• Monthly Food Vouchers
• Company Paid Trainings & Learning Accounts
• #OneTeam Awards and Annual Employee of the Year Awards
• Milestone Recognition Program
• Free Sports: Football, Tennis, Volleyball
• Employee Assistance Program
• Meeting Free Days – a specific no meeting day where we encourage no meetings so you (and your team) can focus on getting things done!

We would like to thank you for your interest in this role. Please note that only shortlisted applicants will be contacted for an interview.

At Sprintax, we’re proud to be an equal opportunities employer. Qualified applicants will be considered without discrimination on the basis of gender, marital status, family status, sexual orientation, religion, age, disability and race. This position is also suitable for individuals with permanent impairments (with ≥50% incapacity) who have no medical preventatives to be employed.

The advertisement is suitable for candidates with disabilities who have no medical contraindications to work with a Video Display and significant visual strain.

Please note that when applying for a position with CluneTech, you voluntarily submit your personal data. This data will be processed for the following purposes: selection of candidates for this position; selection of candidates for future positions occurring within the next 6 months, unless you explicitly state your disagreement; connecting with candidates in connection with the objectives of labor market selection and research; signing an employment or other type of contract. Personal data provided for these purposes will be retained for up to 6 months. You have the right to request the deletion, correction or blocking of personal data.