Tax Operation Analyst
CurrentAs a Tax Operations Analyst at RBC Capital Markets, I manage critical tax functions related to client onboarding and tax documentation. My key responsibilities include ensuring compliance with FATCA, OECD CRS, Chapter 3/4and Qualified Intermediary (QI) regulations. I support both internal and external clients, providing guidance on tax documentation and resolving queries.Key Responsibilities: • Ensure compliance with tax regulations, including tax treatment, withholding, and reporting. • Handle daily tax operations, assist with projects, and respond to ad hoc requests. • Contact clients for updated tax documentation for FATCA and CRS compliance. • Collaborate with the Tax Documentation Validation and Tax Control Team on remediation work. • Resolve client queries and manage exceptions, escalating high-risk items as needed. • Track client outreach data and produce metrics for management reporting. • Assist in audit preparedness and support system testing to improve process efficiency.In my role, I strive to enhance compliance and operational efficiency within RBC Capital Markets, ensuring high-quality client service and support.
