Senior Analyst, Tax Documentation

Socket.dev; Toronto; On-site; CAD 55,000 - 90,000; Full time

Benefits offered by this job

Total rewards program

Bonuses

Flexible benefits

Job summary

RBC Investor Services is seeking a qualified intermediary and FATCA/CRS documentation leader to manage QI, FATCA and CRS processes for RBC Investor Services Trust and RBC custody accounts. You will direct policy adherence, ensure accurate documentation across platforms, and drive efficiency while maintaining audit readiness.

The role requires strong project management, stakeholder engagement, and up-to-date knowledge of US tax reporting requirements. Toronto-based, full-time.

Qualifications

• 3+ years of relevant work experience.
• Excellent knowledge of QI & FATCA reporting requirements.
• Excellent knowledge of custody platforms and CMS.
• Risk management and mitigation focus.
• Ability to stay current with industry trends affecting withholding and reporting.
• Ability to lead initiatives and projects with strong PM skills to meet deadlines.
• Superior interpersonal and networking skills with clients and management.

Responsibilities

• Provide direction to the business on QI, FATCA and CRS documentation.
• Ensure valid US tax documentation is requested, validated and reflected on custody systems.
• Develop processes to mitigate operational risk and improve efficiency.
• Ensure business units follow established QI, FATCA and CRS policies.
• Obtain satisfactory ratings on audits/reviews regarding documentation.
• Ensure documentation is compliant and reflected on custody accounts across platforms.
• Ensure compliance with CRS and QI/FATCA audit requirements.
• Review and maintain QI, FATCA and CRS documentation for IRS guidelines.

Skills

QI & FATCA knowledge

Custody platforms & CMS

Risk management

Project management

Interpersonal skills

Job description

Job Description

What is the opportunity?

This role will be supporting RBC Investor Services (IS). As a Qualified Intermediary and Model 1 FFI we are responsible for ensuring valid US tax documentation is in place to support; reduced tax treaty rates on US source income and FATCA withholding and reporting requirements. This role will lead, direct and manage all activities related to QI, FATCA and CRS account documentation for RBC Investor Services Trust and Royal Bank of Canada custody accounts.

What will you do?

• Responsible to provide direction to the business on all activities related to QI, FATCA and CRS documentation
• Ensure valid US tax documentation is requested, validated and maintained for QI, FATCA and CRS purposes and reflected correctly on all custody systems
• Develop process and procedure to mitigate operational risk, reduce cost and look for opportunities to improve operational efficiency
• Accountable for ensuring all business units are aware of and follow established QI, FATCA and CRS documentation policies
• Obtain satisfactory ratings on internal and external Audits/Reviews regarding documentation
• Ensure all documentation, both QI and FATCA is compliant and reflected correctly on all custody accounts on all platforms
• Ensure documentation meets QI/FATCA audit and any new review processes which may come into place as a result of CRS implementation
• Review, validate and maintain all QI, FATCA and CRS documentation (IRS forms, self-certifications and documentary evidence) for compliance with the IRS/IGA guidelines for completeness, accuracy and acceptability
• Responsible to provide account coding instructions for new/renewal documentation to the appropriate groups

What do you need to succeed?

Must-have

• 3+ years of relevant work experience
• Excellent knowledge of QI & FATCA reporting requirements
• Excellent knowledge of custody platforms and CMS
• Risk management and mitigation focus
• Ability to stay current with industry trends and evaluate impact on withholding and reporting
• Ability to lead initiatives and projects complemented by strong project management skills and ability to meet strict deadlines
• Superior interpersonal and networking skills with a proven track record of dealing with clients, industry associations, senior management, colleagues and staff

What's in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Excellent exposureto communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate
• Opportunity to obtain hands-on experience throughout your role
• Working with an exciting, close-knit, supportive & dynamic group
• Opportunity to collaborate with other business segments within the bank
• Excellent career development and progression opportunities
• A comprehensive Total Rewards Program including bonuses and flexible benefits
• Competitive compensation

Job Skills

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

Additional Job Details

Address: RBC CENTRE, 155 WELLINGTON ST W:TORONTO

City: Toronto

Country: Canada

Work hours/week:37.5

Employment Type:Full time

Platform:WEALTH MANAGEMENT

Job Type:Regular

Pay Type:Salaried

Posted Date:2026-06-03

Application Deadline:2026-09-08

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$55,000.00 - $90,000.00

The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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