Associate Director

Job Description

What is the opportunity?

In this role, you will be responsible for the management of the US Tax Documentation, US Tax Withholding and Reporting to the IRS and AEOI Tax Reporting team. You will be responsible for people management, managing operational risk, development of the team’s operational capabilities and optimizing operational quality and efficiency, and have overall responsibility to ensure all tax documentation pertaining to Qualified Intermediary, FATCA and CRS are processed and maintained in line with regulatory and operational requirements

You will ensure all AEOI tax reporting (FATCA & CRS) is submitted accurately and on time on behalf of Royal Bank of Canada, RBC Investor Services Trust – as delegate by FATCA Responsible Officer and that all US Tax Withholding and Reporting to the IRS is performed on a timely basis and in line with regulatory and operational requirements

What will you do?

• Overall responsibility to ensure all tax documentation and reporting pertaining to Qualified Intermediary, FATCA and CRS, US Tax Withholding and QI reconciliation are processed accurately and in timely manner and maintained in line with regulatory and operational requirements

• Leads the management of change across the function, to improve quality and operational efficiency to increase capacity.

• Builds strong relationships and seeks to collaborate to create solutions, business models and approaches.

• Lead and develop Management and technical competencies and create an environment which motivates and develops skills and retains highly rated individuals.

• Stay current with external environment that governs and influences the business.

• Ensures compliance with corporate and regulatory policies by implementing and monitoring operational processes.

• Develops strategic plans and procedures for managing investment risk in financial transactions.

What do you need to succeed?

Must have

• 5-10 years’ US Tax experience in financial services

• Superior interpersonal and networking skills with a proven track record of dealing with clients, industry associations, senior management, colleagues and staff

• Ability to lead initiatives and projects

• Superior communications and presentation skills

• Strong Leadership skills

• Risk management and mitigation focus

Nice to have

• Continuous Improvement and innovation mindset

• Analytical skills

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.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and 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.

Job Skills

Customer Service Management, Detail-Oriented, Investment Management, Investment Operations, Investment Reporting, Operational Risks, Order Processing, People Management, Product Services, Quality Management, Risk Management, Tax Documentation

Additional Job Details

Address:

RBC CENTRE, 155 WELLINGTON ST W:

TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$90,000.00 - $

The pay…