Job Summary

Job Description

What is the opportunity?

The incumbent will be responsible for the planning and production of tax reports and returns for our investment fund clients. In order to be successful, the incumbent must have a thorough understanding of the tax reporting requirements of investment funds and strong managerial skills. The outcome will be compliant to all tax   requirements and accurate and timely tax reporting for RBC Investor Services (IS) clients.

What will you do?

Prepare and review tax return for trust and corporations, HST return and information for unitholder tax reporting.Compute and allocate income and gain/loss allocation for segregated fundsFile tax returns and communicate with CRA on matters relating to trust, corporate and HST returns including Notice of ObjectionReview complex corporate actions and assist external auditor by providing rationale for the tax treatmentLead changes to distribution modules for corporation and Trust including writing requirements and testingOversee Fund Distribution including review of Fund distributions, training of fund accountants on distribution and maintain tax profile for the funds.Maintain & review desk operating procedures for general and client specific tax proceduresAssist Manager in rolling out new regulatory changes impacting tax reportingIdentify and streamline processes to improve efficiency and automation in tax processesProvide customer service by responding to inquiries and requests from internal departments and clients Participate in pre and post year end tax meetings with clients, auditors and internal departments

What do you need to succeed?

Must have:

3+ years of experience in investment fund tax reporting3+ years of fund accounting or related experience in the investment fund industry or public accounting preferably in the financial services industryExcellent verbal and written communication skillsProven organizational and time management skills

Nice-to-have:

CPA or Working towards CPA designationCICA In-Depth Tax CourseIndustry related courses (CSC, or CFA)Previous experience in preparation of trust and/or HST returns

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.

Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate.Opportunity to obtain hands-on experience throughout your roleWorking with an exciting, close-knit, supportive & dynamic groupOpportunity to collaborate with other business segments within the bankExcellent career development and progression opportunitiesA comprehensive Total Rewards Program including bonuses and flexible benefitsCompetitive compensation

Job Skills

Communication, Customer Service, Fund Distribution, Segregated Funds, Taxes, Tax Reporting

Additional Job Details

Address:

RBC CENTRE, 155 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:

2025-03-06

Application Deadline:

2025-03-31

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.