- SALARY:NONE
- LOCATION:NONE
Job Summary
Job Description
What is the opportunity?
Your responsibilities within the Tax Operations & Reporting team would be supporting key day-to-day operational processes and controls covering documentation, withholding, and reporting as part of Foreign Account Tax Compliance Act (FATCA) / QI Wealth Management International Compliance Program and Canadian Tax day-to-day processes and controls.
What will you do?
- Assist the team with reviewing US and Canadian tax forms for validity and reasonableness to ensure US and non-US clients are correctly documented.
- Support counterparty (Agent Network and Hedge Fund) requests for RBC FATCA/QI documentation.
- Prioritise inputting data captured in tax forms into systems. Ensuring accuracy of data capture and checking against client records maintained in other systems.
- Assist W8 expiry and renewals process, liaising directly with Relationship Managers and promoting a Client/RM First culture around outreach.
- Lead mandatory and daily control reports that manage risks of incorrect withholding, addressing identified issues/errors in a timely manner.
- Support the Tax Operations & Reporting Manager with any activities required to prepare annual regulatory reporting for WMI QI legal entities.
What do you need to succeed?
Must-Have
- High degree of accuracy and attention to detail
- Organisation skills with ability to prioritise effectively
- Good communication (verbal and written) and interpersonal skills
- High degree of competency in Excel
- Sound risk management and judgement
Nice-to-have
- Prior knowledge of RBC policies and procedures
- Ability to adapt to a changing environment
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.
- Leaders who support your development through coaching and managing opportunities
- Opportunities to work with the best in the field
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Flexible working and hybrid options fully supported
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I
and Equal Opportunity Employment
nclusion
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