Senior Analyst, Tax Documentation
$40,700–$66,600 year
On-site · Toronto, Ontario, Canada
Job Summary
Lead and manage QI, FATCA and CRS documentation for RBC Investor Services Trust and Royal Bank of Canada custody accounts; ensure valid US tax documentation is requested, validated and maintained across custody systems; develop processes to mitigate operational risk and improve efficiency; ensure policy compliance and successful audits/reviews; provide account coding instructions for new/renewal documentation; collaborate with business units and external auditors to ensure documentation meets IRS/IGA guidelines and CRS requirements; leverage strong project management and stakeholder engagement to drive continuous improvements in documentation practices.
Required 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 and evaluate impact on withholding and reporting
- Ability to lead initiatives and projects with strong project management skills
- Superior interpersonal and networking skills with clients, industry associations, senior management, colleagues and staff
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