Annie Lee
Director, US Tax, Royal Bank of Canada
- Role
- Director, U s Taxation at RBC
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Annie Lee
Tax professional with extensive experience in financial services tax, specializing in federal and multi-state income tax compliance, ASC 740 tax provision, and CCAR tax reporting. Proven ability to build and lead in-house tax functions, establish governance frameworks, and implement scalable tax processes and technology solutions. Strong people leader with experience managing office operations and developing high-performing tax teams. Oversee ONESOURCE administration, system configuration, process integration, and team training to improve efficiency, accuracy, and consistency. Core expertise - Federal & State Tax Compliance, Tax Provision ASC 740, CCAR, IRS & State Audits, ONESOURCE, SOX & Internal Controls, Tax Planning, Financial Services Tax, and Cross-Functional Leadership.
Experience
Director, U s Taxation
Feb 2026 — Present · New York, NY, US
Education
Binghamton University School of Management
Bachelor’s Degree, Accounting
St. John's University, The Peter J. Tobin College of Business
Master’s Degree, Taxation
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.