Specialist, Operations - Tax Operations

RBC•Toronto, ON

1d•Onsite

About The Position

As a Specialist, Operations, Tax Operations, you will play an integral part in assisting with clients’ year-end tax reporting requirements for Canadian tax authorities (CRA/RQ). This role specializes in non-registered tax reporting, specializing in T5/T3/Split Corps/T5013/R3/R15/R16/NR4 tax production. The role also plays a role in execution and maintenance of withholding tax remittances and reconciliations with Canadian tax authorities (CRA/RQ). You will be responsible to liaise with business partners and vendors in scheduling, tracking, and performing user acceptance testing for regulatory and client experience enhancements every year for non-registered tax slips, and escalate issues and elements of risk as appropriate. You will be responsible to support and resolve complex client inquiries independently seeking assistance as appropriate following established department procedures. Incumbent will review, verify, and record data into technology systems supporting department processes ensuring adherence to all regulatory and firm policy requirements. In addition, incumbent will research, resolve, or secure requested information for other Operation’s areas, RBC Business Units, external customers or industry participants. Incumbent provides thought leadership and implementation support for department process changes, system enhancements, and new initiatives. Incumbent will address escalated questions independently seeking assistance from Manager as appropriate following established department procedures. Position contains increased elements of risk which are managed through operational reviews, system checks, and adherence to procedures.

Requirements

4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of securities, banking, technology and/or job specific industry experience
1+ year prior securities, banking, technology industry and/or job specific related industry
Experience with Tax Form Plus and Broadridge / BTS system
Experience with T5/T3/Split Corps/T5013/R3/R15/R16/NR4 tax production
Ability to work well under pressure and within timelines while demonstrating calm, logical approach to the situation
High attention to detail with strong problem identification, analytical and resolution skills

Nice To Haves

Ability to understand and meet business daily support needs on an ongoing basis
Ability to work independently and within a team environment
Proficient computer skills in Windows-based software products including Word, Excel, Access and Outlook
Canadian Securities Course

Responsibilities

Execute daily department oversight activities for complex exception based processes to validate system processes are executing as designed.
Run and analyze reports as required to resolve exceptions ensuring adherence to all regulatory and firm policy requirements.
Liaise and provide customer service support for individuals requiring research, problem resolution, or securing information from other Operation’s departments, RBC Business Units, external customers or industry participants.
Address escalated questions independently, seeking assistance from Manager or Senior Manager as appropriate following established department procedures.
Reduce risk or increase efficiencies by suggesting process changes and system modifications.
Participate in testing and implementation of enhancements and processes as required.
Annual review and updating of department procedures.
Provide accurate analysis and processing support for manual, exception-based, complex, and/or highly specialized processes within a specific Operation’s department.
Accurately review, verify, and/or record data into technology supporting department processes.
Perform other duties and responsibilities as assigned.

Benefits

bonuses
flexible benefits
competitive compensation
commissions
stock where applicable
Leaders who support your development through coaching and managing opportunities
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Flexible work/life balance options
Opportunities to do challenging work
Opportunities to take on progressively greater accountabilities
Access to a variety of job opportunities across business and geographies