Regulatory & Tax Outreach Specialist (CLP Project Cardinal)

Job#: 3038659

Job Description:

Job Description

Regulatory & Tax Outreach Specialist

Location: Jacksonville, Florida (Hybrid)

Role Overview

This role supports a key project by executing regulatory and tax-related outreach to customers, clients, and agent partners. The position is responsible for coordinating communications, ensuring compliance with regulatory requirements, and facilitating operational readiness across impacted stakeholders.

Key Responsibilities

• Execute outreach strategies to customers, clients, and agents to support regulatory, tax reporting, and operational changes.
• Coordinate and track communications related to registrations, documentation requirements, and reporting obligations.
• Partner with internal stakeholders, including Tax Operations, Legal, and Compliance, to ensure messaging accuracy and consistency.
• Support the implementation of processes aligned to tax reporting, payment, and reconciliation requirements.
• Monitor outreach progress, manage follow-ups, and maintain audit-ready documentation of communications.
• Identify risks, issues, or gaps in outreach execution and escalate as needed to ensure timely resolution.
• Contribute to the development of communication materials, FAQs, and guidance for external stakeholders.

Required Qualifications

• Experience in regulatory, tax operations, client outreach, or financial services operations.
• A strong understanding of compliance-driven communications and documentation requirements.
• Excellent verbal and written communication skills with the ability to engage external stakeholders.
• Ability to manage multiple workstreams and deadlines in a program-driven environment.
• Strong attention to detail with a focus on accuracy and risk mitigation.
• Proficiency in Microsoft Excel.

Preferred Qualifications

• Experience supporting large-scale transformation or implementation programs.
• Familiarity with tax reporting, payments, or corporate structure changes.
• Experience working with global clients, counterparties, or agents.

Work Environment

The work arrangement requires five days in the office for the first 30 days. Following this initial period, the schedule will be three days in the office and two days work-from-home.

Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.

Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.

Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Employee Type:

Contract

Location:

Jacksonville, FL, US

Job Type:

Date Posted:

July 15, 2026

Pay Range:

$51 - $54 per hour

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