Tax Associate – Regulatory Client Outreach

IFG International Financial Group Ltd; Canada; On-site; CAD 70,000 - 90,000; Full time

Job summary

IFG International Financial Group Ltd is looking for a Tax Associate to support regulatory remediation initiatives. The role involves managing client outreach, data management, and ensuring compliance within a hybrid work environment. Ideal candidates will have 5-7 years of experience in Regulatory Compliance or Tax Operations and strong analytical and communication skills. Responsibilities include executing outreach campaigns and maintaining compliance records. Interested applicants should send their resume to [e-mail].

Qualifications

• 5-7 years of experience in Regulatory Compliance, Tax Operations, or Client Onboarding.
• Strong understanding of financial regulatory environments.
• Experience with data management and regulatory documentation.

Responsibilities

• Execute regulatory client outreach campaigns.
• Maintain accurate records and documentation for audit and compliance.
• Collaborate with cross-functional teams.

Skills

Regulatory Compliance

Data Analysis

Client Management

Documentation

Communication

Tools

MS Office

Job description

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 [e-mail].