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
  
  

Job Skills

Communication, Critical Thinking, Customer Service Management, Decision Making, Detail-Oriented, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery, Time Management, Trust Operations Management

Additional Job Details

Address:

GASPÉ HOUSE, 66-72 ESPLANADE:SAINT HELIER

City:

Saint Helier

Country:

Jersey

Work hours/week:

36.25

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-04-19

Application Deadline:

2024-08-30

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.

We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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