OnboardingAnalyst–ClientSharedServices

**_Job Description_** **What is the opportunity?** 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 third party tax form repositories and service providers to obtain tax documentation, raising new requests and maintaining open documentation collection cases. * Facilitate the collaboration and escalation between CM Tax Ops and client/counterparties, expediting issues while ensuring the management of expectation between groups reliant on tax document itself and associated validity status. * Maintain clear and accurate audit status in respect to the sequence and frequency of the outreach and follow-ups, including evidence of the dates, persons and communications undertaken. * Perform the initial cursory review of tax forms to ensure that they meet preliminary validation standards including the completeness of fields, form version & type, ensuring signed and dated. Returning forms to clients if immediate issues identified and sending to Tax Ops for further regulatory review. * Work with Tax Operations, ensuring priorities are constantly being maintained in TORC Function Tasks with the correct focus being applied on Outreach eff