Specialist, Operations - Tax Operations

RBC•Mississauga, ON

10d•Onsite

About The Position

As a Specialist, Operations, Tax Operations, you will assist with clients’ year-end tax reporting requirements for Canadian tax authorities (CRA/RQ). The role also plays a role in executing and maintaining withholding tax remittances and reconciliations with Canadian tax authorities (CRA/RQ). You will be responsible for liaising with business partners and vendors in scheduling, tracking, and performing user acceptance testing for regulatory and client experience enhancements for registered tax slips annually and escalating issues and risk elements as applicable. You will be responsible for supporting and resolving complex client inquiries independently, seeking assistance as appropriate, following established department 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
Proficient computer skills in Windows-based software products including Word, Excel and Access
Experience with T4RIF/T4RSP/T4A/T4FHSA/TFSA/RL 1/RL 2/RL 32/NR4 tax production
Ability to handle multiple priorities in a fast paced and deadline driven environment
Strong problem identification, analytical and resolution skills required to support escalated issue resolution and/or oversight requirements associated with exception-based complex processes

Nice To Haves

Proficient in French

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.
Perform regular data reconciliation between reports and CRA remittances.
Investigate and resolve data variances, ensuring root cause analysis and documentation of findings.
Maintain detailed logs of reconciliation results and follow-up actions.
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.