Raymond James Ltd. – Tax Services Process Innovation Project

Raymond James Ltd. is a leading financial services firm dedicated to helping clients achieve their financial goals through tailored wealth management, investment, and tax advisory solutions. The organization operates in a fast-paced, compliance-driven environment where accuracy, timeliness, and client trust are paramount. As tax regulations evolve and digital transformation continues to reshape the financial landscape, Raymond James faces the innovation challenge of optimizing and modernizing its tax reporting and preparation processes to ensure efficiency, accuracy, and scalability during peak tax seasons. The primary problem to be solved lies in enhancing the firm’s ability to leverage data-driven tools, automation, and digital workflows to streamline complex tax documentation, reduce manual errors, and improve client service turnaround times.

Faculty Supervisor:

Heather Harrison

Student:

Partner:

Raymond James Ltd.

Discipline:

Business

Sector:

Finance and Insurance

University:

Kwantlen Polytechnic University

Program:

Business Strategy Internship

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