29 Sep
|
IFG International Financial Group
|
Ottawa
29 Sep
IFG International Financial Group
Ottawa
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 ResponsibilitiesExecute regulatory client outreach campaigns to collect tax forms and required documentationFollow up with clients and internal stakeholders to resolve data gaps and discrepanciesMaintain accurate records, trackers, and documentation for audit and compliance purposesAnalyze client data and ensure completeness within internal systemsCollaborate with cross-functional teams including Compliance, Legal, Operations, and Front OfficeSupport regulatory remediation activities and process improvementsManage multiple tasks and meet defined SLAs in a high-volume environmentAssist in creating training materials and support knowledge transfer within the teamMust-Have Requirements5-7 years of experience in Regulatory Compliance, Tax Operations,
Client Onboarding, or Capital Markets OperationsStrong understanding of financial regulatory environments (global regulations and compliance frameworks)Experience working within Capital Markets and institutional client environmentsStrong research, data analysis, and documentation skillsExperience managing client data, outreach, and regulatory documentationProficiency with MS Office and comfort working with multiple systems/toolsStrong communication and stakeholder management skillsNice-to-HaveExperience with regulatory data platforms (e.G., S&P Global / IHS Markit)Data management and process improvement experienceExposure to broader financial services domains (Retail, Commercial, Wealth)Soft SkillsStrong attention to detail and analytical thinkingAbility to work in rapid-paced, high-volume environmentsExcellent communication and customer service skillsAdaptable and solution-oriented mindsetStrong collaboration and relationship management skillsTo apply, please send your updated resume in MS Word format to
[email protected].
📌 Tax Associate – Regulatory Client Outreach (Ottawa)
🏢 IFG International Financial Group
📍 Ottawa