Senior Analyst, Tax Documentation
RBC — TORONTO, Ontario, Canada
Posted 2026-08-18
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 corr