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 regulat...