Senior Tax Onboarding Analyst - Client Shared Services

RBC; Bedford; On-site; CAD 60,000 - 80,000; Full time

Job summary

Join a leading financial institution as a Tax Operations professional. You will manage client onboarding and ensure compliance with tax regulations while working in a dynamic and collaborative team environment. The role offers opportunities for personal and professional growth, along with comprehensive benefits.

Benefits

Comprehensive rewards and bonuses

Flexible benefits

Leadership support for development

Flexible work/life balance options

Qualifications

• 2-4 years of relevant experience.
• Knowledge of W-8 and W-9 form requirements.
• Accountancy designations are preferred.

Responsibilities

• Ensure local compliance with RBC tax obligations.
• Conduct outreach to clients for tax documents.
• Maintain audit records of outreach and follow-ups.

Skills

Active Learning

Adaptability

Critical Thinking

Customer Service

Decision Making

Operational Delivery

Process Improvements

Education

University degree in Finance or Economics

Recognized financial diploma

Job description

Job Summary

Job Description

What is the opportunity?

You will perform critical Tax Operations functions related to onboarding new and existing clients and managing collections. The team supports RBC CM’s businesses and reports to the Tax Operations Manager.

What will you do?

1. Ensure local compliance with RBC tax obligations, focusing on timely and accurate client onboarding in accordance with tax regulations.
2. Handle daily activities of the Tax Onboarding Team, including indexing tax obligations in TORC based on client, product, and account identification.
3. Conduct outreach to clients for tax documents and certifications necessary for onboarding.
4. Use third-party repositories and service providers to obtain tax documentation, raising requests and maintaining cases.
5. Coordinate between CM Tax Ops and clients to resolve issues and manage expectations regarding tax documents.
6. Maintain audit records of outreach and follow-ups, including dates and communications.
7. Review tax forms for completeness and validity, returning forms to clients if issues are found.
8. Prioritize tasks within TORC based on regulatory exposure and risk.
9. Perform remediation activities to update expired or invalid tax documents within regulatory timelines.
10. Ensure clients and partners receive timely attention and responses to queries.
11. Assist in compiling KPIs, KRIs, and evidence for performance measurement, risk management, and audits.
12. Support project initiatives, including system testing and process improvements.

What you need to succeed?

• University degree in Finance or Economics, or a recognized financial diploma.
• 2-4 years of relevant experience.
• Knowledge of W-8 and W-9 form requirements.
• Excellent communication and interpersonal skills.
• Detail-oriented and capable of multitasking in a fast-paced environment.
• Risk awareness and control development focus.
• Accountancy designations are preferred.
• Experience in operations within a financial institution.

What’s in it for you?

We foster a culture of growth, collaboration, and community impact. Benefits include:

• Comprehensive rewards, bonuses, and flexible benefits.
• Leadership support for development and coaching.
• Dynamic, collaborative, high-performing team environment.
• Challenging work opportunities.
• Flexible work/life balance options.

Job Skills

Active Learning, Adaptability, Business Appraisals, Critical Thinking, Customer Service, Decision Making, Effectiveness Measurement, Operational Delivery, Process Improvements

Additional Job Details

Address: 90 Western Pkwy, Bedford, Canada

Work hours/week: 37.5

Employment Type: Full-time

Platform: Capital Markets

Job Type: Regular

Pay Type: Salaried

Posted Date: 2025-05-13

Application Deadline: 2025-05-28

Note: Applications accepted until 11:59 PM the day before the deadline.

Inclusion and Equal Opportunity Employment

RBC promotes an inclusive workplace with diverse perspectives, supporting employee growth, collaboration, innovation, and community value. We foster respect, belonging, and opportunity for all.

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