Senior Tax Onboarding Analyst - Client Shared Services

RBC; Bedford; On-site; CAD 70,000 - 90,000; Full time

Job summary

RBC is seeking a Senior Tax Onboarding Analyst to manage tax operations related to client onboarding. The role involves ensuring compliance, conducting client outreach, and maintaining documentation accuracy. Candidates should have a university degree in finance or economics and 2-4 years of relevant experience.

Benefits

Comprehensive Total Rewards Program including bonuses

Flexible work/life balance options

Opportunities for career development

Qualifications

• 2 - 4 years of prior relevant experience.
• Familiarity with W-8 and W-9 form requirements.
• Relevant Accountancy designations are a preference.

Responsibilities

• Ensure compliance with RBC tax obligations for client onboarding.
• Conduct outreach to clients for tax document collection.
• Maintain accurate audit status and perform initial reviews of tax forms.

Skills

Active Learning

Adaptability

Critical Thinking

Customer Service

Process Improvements

Education

University Degree within a Financial or Economic sector

Job description

Senior Tax Onboarding Analyst - Client Shared Services

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What is the opportunity?

You will be expected to perform a number of critical Tax Operations functions related to the on-boarding of new and/or existing clients and local management of the collection. The team is aligned with other functional units within RBC CM that currently support RBC CM’s businesses. You will report to the Tax Operations Manager of the respective functional department.

Job Summary

Job Description

What is the opportunity?

You will be expected to perform a number of critical Tax Operations functions related to the on-boarding of new and/or existing clients and local management of the collection. The team is aligned with other functional units within RBC CM that currently support RBC CM’s businesses. You will report to the Tax Operations Manager of the respective functional department.

What will you do?

• Ensure the local compliance of RBC tax obligations in respect to the timely and accurate Tax Onboarding of Clients to RBC Capital Markets in respect to in-scope Tax Regulations administered by the function Tax Operations Team.
• Undertake day to day activities of the Tax Onboarding Team for RBC CM business Units, which includes, but not limited to, the timely and accurate indexing of tax obligations in TORC (Tax Operations Regulatory Control) resulting from the identification of new client, product, account and agreements by CM Tax Operations.
• Conduct initial outreach to clients to obtain valid and up to date tax documents, self-certifications, public documents and cure documents as necessary for successful completion of Tax Onboarding.
• Utilize third party tax form repositories and service providers to obtain tax documentation, raising new requests and maintaining open documentation collection cases.
• Facilitate the collaboration and escalation between CM Tax Ops and client/counterparties, expediting issues while ensuring the management of expectation between groups reliant on tax document itself and associated validity status.
• Maintain clear and accurate audit status in respect to the sequence and frequency of the outreach and follow-ups, including evidence of the dates, persons and communications undertaken.
• Perform the initial cursory review of tax forms to ensure that they meet preliminary validation standards including the completeness of fields, form version & type, ensuring signed and dated. Returning forms to clients if immediate issues identified and sending to Tax Ops for further regulatory review.
• Work with Tax Operations, ensuring priorities are constantly being maintained in TORC Function Tasks with the correct focus being applied on Outreach efforts based on Tax Regulatory exposure and risk.
• Undertake tax documentation remediation outreach activities, to obtain updated valid tax documents from clients based on Tax Operations identification of expired tax documents, GIIN verification fall-out and Change in Circumstances, working within CM Tax Ops prescribed regulatory calendar periods.
• Establish a best practice approach in ensuring that clients, counterparties and internal business partners receive appropriate attention and that all queries are responded to and resolved in a timely fashion.
• Support Manager of Tax Onboarding Team in collating and producing required KPIs and KRIs metrics utilized in measurement of performance and risk against SLAs with CM Tax Ops and associated Control Framework
• Support Manager of Tax Onboarding Team in collating and producing required evidence, sample packs and walkthroughs utilized in Tax Ops Controls Testing, Responsible Officer Attestations, Regulatory Certifications and Internal/External Audits
• Work to ensure that all projects raised internally, PCM and QTS are supported by the team and delivered to the best abilities of the team, including system testing.
  
  

What you need to succeed?

• University Degree within a Financial or Economic sector, or a recognized Financial based diploma.
• 2 - 4 years of prior relevant experience
• Familiarity in respect to W-8 and W-9 form requirements
• Excellent communication & interpersonal skills
• Detail and process-oriented, but also be able to successfully multi-task in a fast-paced environment
• Risk conscious and focused on developing controls.
• Relevant Accountancy designations are a preference
• Experience within an Operations environment of a financial institution
  
  

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation
• Leaders who support your development through coaching and managing opportunities
• Work in a dynamic, collaborative, progressive, and high-performing team
• Opportunities to do challenging work
• 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 PKY:BEDFORD

City:

BEDFORD

Country:

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

Inclusion and Equal Opportunity Employment

At 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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Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Banking and Financial Services

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