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Richard Kim

@richardkim

Message

I automate cross-border tax reporting and compliance for capital markets and fund administration.

Canada

Message

I've delivered investor tax reporting and withholding compliance across CIBC Mellon, RBC Capital Markets, and PwC.

At CIBC Mellon, I managed T3, T5, and NR4 reporting, reconciled withholding tax accounts, prepared remittance requests, and supported T2 working papers and tax provisions. I built SQL queries from Unitrax data that reduced manual reporting processing time by 50%.

At RBC Capital Markets, I validated W-8 and W-9 documentation under IRC Chapters 3 and 4, monitored QI and IRS guidance, and partnered on platform enhancements and UAT. I also supported the HSBC Canada acquisition by helping secure Day-1 U.S. regulatory compliance for more than 50,000 migrated accounts.

I use SQL, Excel VBA, Power Query, and Power BI to make recurring compliance processes faster and more accurate.

Experience

Work history, roles, and key accomplishments

Senior Tax Analyst

CIBC Mellon

Jun 2025 - May 2026 (11 months)

Managed end-to-end production of investor tax slip reporting (T3, T5, NR4) for a large institutional client base, ensuring compliance with regulatory filing deadlines. Reconciled income and withholding tax accounts and engineered SQL queries to streamline reporting, reducing manual processing time by 50%.

SQL Unitrax Taxprep CaseWare Software Excel VBA Power BI T5 Transformer NR4 CRA Revenu Québec T2 Working Papers Generative AI

Analyst, Tax Operations

RBC Capital Markets

Sep 2022 - Jun 2025 (2 years 9 months)

Validated and classified IRS cross-border tax documentation (W-8BEN, W-8BEN-E, W-8IMY, W-9) to enforce IRC Chapter 3 and Chapter 4 (FATCA/CRS) requirements. Managed large datasets of 500,000+ rows in Excel and automated legacy reporting processes using SQL and VBA.

W8 BEN W8 BEN E Form W 8IMY W 9s FATCA CRS IRC Chapter 3 IRC Chapter 4 Excel SQL VBA UAT Data Migration

Tax Associate (Co-op/Intern)

PwC

Jan 2022 - Aug 2022 (7 months)

Prepared Canadian (T1, T2, T5013) and U.S. (1040-NR) returns for dual-status clients, applying tax treaty positions and foreign tax credits. Carried working papers forward in TaxPrep and CaseWare, performing variance analysis and preliminary tax provision calculations.

T5013 1040NR Taxprep CaseWare Software Tax Treaty Foreign Tax Credit Variance Analysis