Job Description & How to Apply Below
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
- 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
- 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)
- 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
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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