Client Tax Onboarding Analyst at RBC
RBC • bedford, Canada
Role Description
Elevate your career at RBC as a Client Tax Onboarding Analyst, focusing on the accurate management and onboarding of tax documentation. Your expertise will be essential in ensuring compliance with regulations.
In this role, you will support RBC's tax obligations by managing the onboarding process for clients while analyzing and validating tax documents. Strong Excel skills and a detail-oriented approach are necessary to thrive in this position, where timely responses and client collaboration are key.
Key Responsibilities:
• Execute daily onboarding tasks for tax documentation
• Obtain valid tax documents through direct client outreach
• Collaborate with service providers to secure accurate documents
• Manage communication across Tax Ops and clients effectively
• Keep detailed records of interactions and audit trails
Requirements:
• Diploma or Degree in Commerce or Finance
• 1-2 years of relevant experience...
In this role, you will support RBC's tax obligations by managing the onboarding process for clients while analyzing and validating tax documents. Strong Excel skills and a detail-oriented approach are necessary to thrive in this position, where timely responses and client collaboration are key.
Key Responsibilities:
• Execute daily onboarding tasks for tax documentation
• Obtain valid tax documents through direct client outreach
• Collaborate with service providers to secure accurate documents
• Manage communication across Tax Ops and clients effectively
• Keep detailed records of interactions and audit trails
Requirements:
• Diploma or Degree in Commerce or Finance
• 1-2 years of relevant experience...