Tax Associate – Regulatory Client Outreach

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

• Execute regulatory client outreach campaigns to collect tax forms and required documentation
• Follow up with clients and internal stakeholders to resolve data gaps and discrepancies
• Maintain accurate records, trackers, and documentation for audit and compliance purposes
• Analyze client data and ensure completeness within internal systems
• Collaborate with cross-functional teams including Compliance, Legal, Operations, and Front Office
• Support regulatory remediation activities and process improvements
• Manage multiple tasks and meet defined SLAs in a high-volume environment
• Assist in creating training materials and support knowledge transfer within the team

Must-Have Requirements

• 5-7 years of experience in Regulatory Compliance, Tax Operations, Client Onboarding, or Capital Markets Operations
• Strong understanding of financial regulatory environments (global regulations and compliance frameworks)
• Experience working within Capital Markets and institutional client environments
• Strong research, data analysis, and documentation skills
• Experience managing client data, outreach, and regulatory documentation
• Proficiency with MS Office and comfort working with multiple systems/tools
• Strong communication and stakeholder management skills

Nice-to-Have

• Experience with regulatory data platforms (e.g., S&P Global / IHS Markit)
• Data management and process improvement experience
• Exposure to broader financial services domains (Retail, Commercial, Wealth)

Soft Skills

• Strong attention to detail and analytical thinking
• Ability to work in fast-paced, high-volume environments
• Excellent communication and customer service skills
• Adaptable and solution-oriented mindset
• Strong collaboration and relationship management skills

To apply, please send your updated resume in MS Word format to fouzan@ifgpr.com.