Overview

Associate Director – Tax Operations Jobs in Toronto, Canada at 0000055528 RBC Investor Services Trust

Title: Associate Director – Tax Operations

Company: 0000055528 RBC Investor Services Trust

Location: Toronto, Canada

Category:

Job Description

What is the opportunity?

Oversee end-to-end Canadian tax reporting for RBC Investor Services’ investment products (Pooled Funds, Mutual Funds, Hedge Funds). Ensure accurate, timely CRA and Revenu Québec compliance while maintaining unitholder records and tax statements. Lead year-end tax projects and cross-functional initiatives with Fund Valuations and Financial Reporting teams. Shape operationalization of evolving tax regulations, participate in industry forums, and drive process improvements. Serve as escalation point for complex tax matters, communicating regulatory updates to senior management, and stakeholders, while mitigating operational and reputational risk.

What will you do?

  • Manage team of 8 full time and 2 part time employees.
  • Provide timely communications, proactive support, advice and coaching and development to staff.
  • Responsible for the strategy as well as the accurate and timely production of all client and unitholder outputs including Statements, Trade confirmations, Tax Slips and Ad hoc reporting.
  • Responsible for overall management of the tax process, regulatory filings, Print Vendor management, coordination with all internal teams related to the tax process as well as the ongoing income reconciliation and CRA remittance activities.
  • Responsible for maintaining knowledge of all regulatory tax requirements that may affect RBCIS through participation in tax committees and through interaction with internal tax resources.
  • Participate as a member of the Management team and disseminate corporate messages and initiatives through the reporting line.
  • Work with the Client Service Managers and Relationship Managers to properly manage clients’ expectation.
  • What do you need to succeed?

    Must haves:

  • Strong organization and time management skills
  • Must possess excellent communications (written & oral) skills
  • 5+ years of related tax reporting experience in the investment fund industry or public accounting preferably in the financial services industry
  • Strong analytical, project management, and problem-solving capabilities, with a forward-looking and continuous-improvement mindset.
  • Proven ability to lead teams, manage competing priorities, and deliver against critical regulatory deadlines.
  • Nice-to-have:

  • Knowledge of the custody industry
  • Knowledge of fund industry
  • Project management skills
  • Advanced technical skills (Microsoft Access, Excel, PowerPoint, and communication tools).
  • 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, collaborative, 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

    Communication, Decision Making, Financial Planning and Analysis (FP&A), Knowledge Organization, Long Term Planning, Organizational Leadership, Performance Management (PM), Tax Management, Tax Operations, Tax Regulations

    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:

    Final date to receive applications:

    Note: Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above

    Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate’s experience, skills, registration status, performance, individual goals, market conditions, and business needs.

    Pay Range

    The expected pay…

     

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