We are seeking a Tax Associate to support a regulatory remediation initiative focused on client outreach and data management.

This is a 6-month contract (with potential extension and conversion), starting ASAP, operating in a hybrid model (3 days onsite).

The role involves managing regulatory outreach campaigns, collecting and validating client data, and ensuring compliance with evolving regulatory requirements within a fast-paced environment.

Key Responsibilities o Execute regulatory client outreach campaigns to collect tax forms and required documentation o Follow up with clients and internal stakeholders to resolve data gaps and discrepancies o Maintain accurate records, trackers, and documentation for audit and compliance purposes o Analyze client data and ensure completeness within internal systems o Collaborate with cross-functional teams including Compliance, Legal, Operations,



and Front Office o Support regulatory remediation activities and process improvements o Manage multiple tasks and meet defined SLAs in a high-volume environment o Assist in creating training materials and support knowledge transfer within the team Must-Have Requirements o 5-7 years of experience in Regulatory Compliance, Tax Operations, Client Onboarding, or Capital Markets Operations o Strong understanding of financial regulatory environments (global regulations and compliance frameworks) o Experience working within Capital Markets and institutional client environments o Strong research, data analysis, and documentation skills o Experience managing client data, outreach, and regulatory documentation o Proficiency with MS Office and comfort working with multiple systems/tools o Strong communication and stakeholder management skills Nice-to-Have o Experience with regulatory data platforms (e.g., S&P; Global / IHS Markit) o Data management and process improvement experience o Exposure to broader financial services domains (Retail, Commercial, Wealth) Soft Skills o Robust attention to detail and analytical thinking o Ability to work in fast-paced, high-volume environments o Excellent communication and customer service skills o Adaptable and solution-oriented mindset o Strong collaboration and relationship management skills

📌 Tax Associate – Regulatory Client Outreach (Toronto)
🏢 International Financial Group
📍 Toronto