GlobeTax
Sarah Roberts has a diverse work experience spanning over 12 years. Sarah currently holds the position of Vice President, Relationship Management at GlobeTax since May 2021. In this role, they manage a portfolio of priority clients, exceeds sales goals, conducts comprehensive client reviews, and serves as a primary service liaison.
Prior to GlobeTax, Sarah worked at Wells Fargo Home Mortgage as a Loan Doc Specialist from January 2013 to October 2014. Sarah also has experience at Bond Street Mortgage, LLC, where they served as a Client Associate for a short period in 2012 and held internships as an Assistant to VP in 2011 and as a Customer Service Assistant in 2010.
Additionally, Sarah gained early experience as an intern at Wells Fargo Advisors in 2009, where they shadowed a Financial Advisor and assisted with various projects and client meetings. Overall, Sarah's work experience showcases their expertise in relationship management, client services, and marketing.
Sarah Roberts earned a Bachelor's Degree in Business Management/Finance from the Alfred Lerner College of Business & Economics at the University of Delaware, completing their studies from 2008 to 2012.
GlobeTax
GlobeTax was founded in 1992 to master the complex and ever-changing landscape of double taxation treaties and help all investors maximize investment returns. Over the past three decades, the firm has become the world’s leading provider of withholding tax recovery solutions to meet the needs of every participant in the global custody chain. For investors seeking to recover taxes through relief at source, quick refund, and post-payable reclaim processes, GlobeTax provides a comprehensive outsourced recovery solution. In this capacity, we procure all documentation, monitor cross-border income, manage elections, file reclaim applications, and perform follow up, ensuring that all entitlements are returned to client accounts. GlobeTax services financial institutions such as banks and brokers, as well as investors such as hedge funds, asset managers, pensions, endowments, family offices, and high net worth individuals, among others. In addition to recovering taxes on behalf of financial institutions and their investor clients, GlobeTax serves as the primary tax processing agent for all four ADR-issuing depositary banks in the United States, and helps global market infrastructure providers such as CSDs, custodians, and local agents similarly manage inbound claims. In these combined capacities, we process more than 7 million reclaims a year for clients in more than 40 countries. Contact us at Info@GlobeTax.com to learn more about how you can benefit from our services.