Onboarding Analyst – Client Shared Services

Job Description

The role supports the local compliance of RBC’s tax obligations by ensuring the timely and accurate tax onboarding of clients to RBC Capital Markets. You will work within the Tax Operations team to manage in-scope tax regulations, ensuring that all client documentation and regulatory requirements are met accurately and efficiently.

What will you do?

• Undertake day to day activities of the Tax Onboarding Team for RBC CM (Capital Markets) business units, which includes, but not limited to, the timely and accurate indexing of tax obligations in TORC (Tax Operations Regulatory Control) resulting from the identification of new client, product, account, and agreements by CM Tax Operations.
• Conduct initial outreach to clients to obtain valid and up to date tax documents, self‑certifications, public documents, and cure documents as necessary for successful completion of Tax Onboarding.
• Utilize th...