About Us


GlobeTax was founded in 1992 in response to a need in the marketplace for a comprehensive withholding tax reclaim processing service to satisfy all global investors.

As cross border withholding tax issues become increasingly complex and the volume of international investment continues to grow, GlobeTax strives to develop services which enable all financial industry participants to benefit from the recovery of excess withholding tax, and continues to expand into new markets. GlobeTax looks forward to the future and the role it will play in streamlining tax reclamation processes, while maintaining the same commitment to uncompromised excellence.

Why GlobeTax

A primary driver of GlobeTax’s success is viewing each of our clients as partners.

Recovering over-withheld taxes can be challenging and requires a detailed understanding of the complex processes and requirements in each market. We simplify it by monitoring and coordinating the tax reclamation process from start to finish, beginning from the moment dividends or interest is paid on a foreign security.

Our Team

  • Jessenia Fermin

    Director | Client Services

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  • Luis Gutierrez

    Director│Recovery Services

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  • Sharon Hirschhorn

    Executive Director | Research

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  • Michael Lempert

    Director │ Tax Information Reporting

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  • Greggory Lewis

    Director | Depositary, CSD, and Issuer Services

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  • Todd Wilson

    Senior Vice President │Client Onboarding

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What sets us apart? Our people. GlobeTax promotes an open door policy, inviting collaborative teamwork across all levels and departments. Our corporate culture bonds employees through events including volunteer efforts, training and social events.


Why choose GlobeTax? We foster personal and professional growth, prioritize work-life balance and have created a workplace that has our team looking forward to coming to work every day.


How do I join the GlobeTax team? Email your resume and cover letter to GlobeTax.BambooHR.com/Jobs.


GlobeTax is an Equal Opportunity Employer. To view our privacy policy, click here.

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