Our client, a premier global financial institution, is seeking a Tax Associate – Regulatory Client Outreach to join their Capital Markets division in downtown Toronto. This is a crucial, 6-month contract position focused on a high-priority regulatory remediation project.
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In this role, you will be embedded within the Client Services and Data Management (CS&DM) team, facilitating and executing investigation, assessment, and client outreach activities related to missing or outdated tax forms. If you have a strong background in Capital Markets compliance, data management, and client onboarding, this is an exceptional opportunity to showcase your expertise in a fast-paced, institutional environment.
Advantages
•Top-Tier Institutional Exposure: Gain experience working directly within a major Capital Markets line of business, collaborating with Front Office, Legal, Compliance, and Tax Advisory teams.
•Professional Growth: High visibility project with potential for contract extension or conversion to a full-time permanent role based on project timelines and performance.
Responsibilities
•Regulatory Client Outreach: Manage and execute client outreach campaigns to collect missing or updated regulatory data and tax documentation ahead of upcoming refresh deadlines.
•Data Investigation & Remediation: Review complex client profiles and data gaps to identify regulatory reporting issues. Ensure accurate data validation, consolidation, and data entry into internal books of record.
•Stakeholder & Relationship Management: Coordinate closely with internal partners—including Tax Operations, Legal, Compliance, and Senior Management—to investigate inquiries and manage shared team email queues professionally.
•Process Tracking & Improvement: Maintain precise tracking logs of remediation progress, prioritize urgent requests, and identify areas to automate or streamline current procedures.
•Mentoring & Knowledge Transfer: Train and onboard fellow colleagues or junior staff on new tax workstreams, creating training materials and job aids as necessary.
Qualifications
Required Experience & Domain Knowledge
•5–7 years of experience within Regulatory Compliance, Tax Operations, Client Onboarding, or Trade Control/Trade Desk Support, specifically within a Capital Markets environment.
•Deep familiarity with institutional client types, including Asset Managers, Insurance Companies, Pensions, and Sovereign Wealth Funds.
•Comprehensive understanding of domestic and foreign financial regulatory frameworks (e.g., Dodd-Frank, CSA, EMIR, MiFID, HKMA, MAS, ASIC, CAT NMS, CIRO/IIROC).
Technical Skills
•Expert proficiency with S&P Global (formerly IHS Markit) portal for retrieving and validating regulatory data and documentation.
•Strong research, analytical, and data management skills to effectively consolidate information into appropriate formats.
Soft Skills
•Rapid Learning Agility: A proven ability to quickly learn, understand, and apply complex new business workflows or regulatory processes.
•Excellent Communication: Strong written and verbal communication skills required to manage high-stakes client relationships and internal inquiries.
•Adaptability: A continuous improvement mindset with the capability to thrive and execute accurately under pressure and tight regulatory milestones.
Nice-to-Have Skills
•Prior data management validation techniques.
•Familiarity with Retail, Commercial, or Wealth Business client landscapes within financial institutions.
Summary
This is a targeted, fast-paced remediation contract perfect for a seasoned Capital Markets professional who excels at the intersection of regulatory compliance, data integrity, and institutional client service. If you possess the required 5–7 years of financial services experience, expert-level familiarity with the S&P Global portal, and a sharp eye for regulatory documentation details, apply today to join this dynamic team in Toronto.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
This posting is for existing and upcoming vacancies.
show more
Our client, a premier global financial institution, is seeking a Tax Associate – Regulatory Client Outreach to join their Capital Markets division in downtown Toronto. This is a crucial, 6-month contract position focused on a high-priority regulatory remediation project.
In this role, you will be embedded within the Client Services and Data Management (CS&DM) team, facilitating and executing investigation, assessment, and client outreach activities related to missing or outdated tax forms. If you have a strong background in Capital Markets compliance, data management, and client onboarding, this is an exceptional opportunity to showcase your expertise in a fast-paced, institutional environment.
Advantages
•Top-Tier Institutional Exposure: Gain experience working directly within a major Capital Markets line of business, collaborating with Front Office, Legal, Compliance, and Tax Advisory teams.
•Professional Growth: High visibility project with potential for contract extension or conversion to a full-time permanent role based on project timelines and performance.
Responsibilities
...
•Regulatory Client Outreach: Manage and execute client outreach campaigns to collect missing or updated regulatory data and tax documentation ahead of upcoming refresh deadlines.
•Data Investigation & Remediation: Review complex client profiles and data gaps to identify regulatory reporting issues. Ensure accurate data validation, consolidation, and data entry into internal books of record.
•Stakeholder & Relationship Management: Coordinate closely with internal partners—including Tax Operations, Legal, Compliance, and Senior Management—to investigate inquiries and manage shared team email queues professionally.
•Process Tracking & Improvement: Maintain precise tracking logs of remediation progress, prioritize urgent requests, and identify areas to automate or streamline current procedures.
•Mentoring & Knowledge Transfer: Train and onboard fellow colleagues or junior staff on new tax workstreams, creating training materials and job aids as necessary.
Qualifications
Required Experience & Domain Knowledge
•5–7 years of experience within Regulatory Compliance, Tax Operations, Client Onboarding, or Trade Control/Trade Desk Support, specifically within a Capital Markets environment.
•Deep familiarity with institutional client types, including Asset Managers, Insurance Companies, Pensions, and Sovereign Wealth Funds.
•Comprehensive understanding of domestic and foreign financial regulatory frameworks (e.g., Dodd-Frank, CSA, EMIR, MiFID, HKMA, MAS, ASIC, CAT NMS, CIRO/IIROC).
Technical Skills
•Expert proficiency with S&P Global (formerly IHS Markit) portal for retrieving and validating regulatory data and documentation.
•Strong research, analytical, and data management skills to effectively consolidate information into appropriate formats.
Soft Skills
•Rapid Learning Agility: A proven ability to quickly learn, understand, and apply complex new business workflows or regulatory processes.
•Excellent Communication: Strong written and verbal communication skills required to manage high-stakes client relationships and internal inquiries.
•Adaptability: A continuous improvement mindset with the capability to thrive and execute accurately under pressure and tight regulatory milestones.
Nice-to-Have Skills
•Prior data management validation techniques.
•Familiarity with Retail, Commercial, or Wealth Business client landscapes within financial institutions.
Summary
This is a targeted, fast-paced remediation contract perfect for a seasoned Capital Markets professional who excels at the intersection of regulatory compliance, data integrity, and institutional client service. If you possess the required 5–7 years of financial services experience, expert-level familiarity with the S&P Global portal, and a sharp eye for regulatory documentation details, apply today to join this dynamic team in Toronto.
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
This posting is for existing and upcoming vacancies.
show more
