Job Description What is the opportunity? You will join a team responsible for ensuring compliance with the tax reporting requirements of the IRS QI Agreement. Team responsibilities include tax withholding and remittances, information reporting to account holders and the IRS, and income and tax reconciliation.
Reporting to the Senior Manager, US Tax Reporting, you will be responsible for directing and supervising reconciliation activities, reviewing reconciliations for accuracy and completeness, and ensuring compliance with tax regulations.
The mandate includes day-to-day management of a team of 3 Tax Specialists. You will be accountable for the employee experience and responsible for staff development and performance management.
What will you do? Leadership & Team Management Lead and develop a team by setting clear goals, fostering employee growth through coaching and mentoring, and managing performance through reviews and recognition.
Reconciliation & Compliance Establish and maintain reconciliation standards and procedures
Manage and verify income and tax reconciliations across daily, weekly, monthly, quarterly, and annual cycles
Review team reconciliations, ensure compliance, and prepare reports for audits and reviews.
Process Analysis & Improvement Analyze processes to identify opportunities to improve client service, efficiency, and reduce risk
Implement automated improvements using MS Access (SQL, VBA, macros) and MS Excel tools (Power Query, Pivot Tables, VBA)
Maintain and update desk operating procedure manuals
External Communication : Build relationships with internal and external stakeholders, present reconciliation findings to senior leaders and auditors, and serve as liaison with the IRS.
What do you need to succeed? Must haves Demonstrated expertise in US tax regulations applicable to Qualified Intermediaries, including the QI Agreement and Sections 302, 305(c), 871(m) and 1446(a & f) of the Internal Revenue Code.




Complete understanding of US tax as it applies to security financing including institutional borrowing and lending accounts, third party settlements, derivatives, repos (understanding of entitlement system DIVSY) and understanding of ICI Impact.
3-5 years of people manager experience
3+ years of experience with tax reconciliation processes
Advanced proficiency in Microsoft Office including MS Access, Excel and PowerPoint
Excellent written, verbal and presentation communication skills
Nice-to-have Completion of Canadian Securities Course (CSC).
Familiarity with RBC Wealth Management Canada systems and applications (BTS, ClientSource, OnDemand, ServiceLink).
Knowledge of FATCA and CRS reporting requirements
University degree or recognized diploma in finance, economics, or accounting, or equivalent professional experience
Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs.
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, team-oriented, 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 Accounting, Analytical Thinking, Communication, Critical Thinking, Customer Service, Customer Service Management, Data Reconciliation, Decision Making, Detail-Oriented, Interpersonal Relationship Management, Investment Performance Measurement, Operational Delivery, Process Improvements, Risk Management, Tax Compliance, Tax Operations Management, Team Management, Time Management, Treasury Management
Additional Job Details Address: 180 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: 2026-06-24
Application Deadline: 2026-09-11
Note Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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📌 Manager, U.S. Tax Reconciliation (QI) (Ontario)
🏢 Socket.dev
📍 Ontario