Top Benefits
About the role
What is the opportunity?
This opportunity is a fixed-term contract (approximately 6 months) with full-time hours. You will act as the subject matter expert and principal resource within the RBC Royal Trust National Tax Services (NTS) team on all technical taxation matters related to estate and trust account administration. Reviewing T1, T1 Final, T3 tax returns, and T3010 information returns is a key element of the role. You will have oversight for the management and mitigation of tax risk both at the account level and at the business level by acting as a point of escalation for Royal Trust staff on all substantive tax matters.
What will you do?
- Review T1, T1 Final, T3 tax returns, and T3010 information returns
- Responsible for the tax management and tax preparation of a book of complex estate and trust accounts
- Act as subject matter expert and principal resource to the business on taxation matters and provide technical support through the delivery of advice, research, and risk analysis
- Remain current on changes to Canadian and Quebec income tax legislation impacting estates and trusts and clearly communicate changes to staff
- Develop best practices for the minimization of tax risk at the account level for implementation by the tax team and regional staff
- Manage and oversee projects and initiatives related to improving the efficiency of tax compliance processes
- Works in partnership with other business units and colleagues, including external professional advisors, to ensure a seamless experience for shared clients/relationships and a timely resolution of tax matters
What do you need to succeed?
Must-have
- Minimum of 7 years of related experience, preferably with current public accounting practice or trust company experience
- CPA designation with In-Depth Tax Program or Master of Taxation
- Knowledge of taxation requirements for estate and trust products
- Technological literacy
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Nice-to-have
- Knowledge of Common Law and Civil Code as it relates to the Estate, Trust, and Agency business
- Trust and Estate Practitioner (TEP) designation
- Experience in the financial services and securities industry, including trading, settlement, and corporate change announcement processes
- U.S. tax experience, an asset
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.
- Variety of assignments
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
WMRT
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
Top Benefits
About the role
What is the opportunity?
This opportunity is a fixed-term contract (approximately 6 months) with full-time hours. You will act as the subject matter expert and principal resource within the RBC Royal Trust National Tax Services (NTS) team on all technical taxation matters related to estate and trust account administration. Reviewing T1, T1 Final, T3 tax returns, and T3010 information returns is a key element of the role. You will have oversight for the management and mitigation of tax risk both at the account level and at the business level by acting as a point of escalation for Royal Trust staff on all substantive tax matters.
What will you do?
- Review T1, T1 Final, T3 tax returns, and T3010 information returns
- Responsible for the tax management and tax preparation of a book of complex estate and trust accounts
- Act as subject matter expert and principal resource to the business on taxation matters and provide technical support through the delivery of advice, research, and risk analysis
- Remain current on changes to Canadian and Quebec income tax legislation impacting estates and trusts and clearly communicate changes to staff
- Develop best practices for the minimization of tax risk at the account level for implementation by the tax team and regional staff
- Manage and oversee projects and initiatives related to improving the efficiency of tax compliance processes
- Works in partnership with other business units and colleagues, including external professional advisors, to ensure a seamless experience for shared clients/relationships and a timely resolution of tax matters
What do you need to succeed?
Must-have
- Minimum of 7 years of related experience, preferably with current public accounting practice or trust company experience
- CPA designation with In-Depth Tax Program or Master of Taxation
- Knowledge of taxation requirements for estate and trust products
- Technological literacy
- Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and/or employees across Canada with English and French speaking needs
Nice-to-have
- Knowledge of Common Law and Civil Code as it relates to the Estate, Trust, and Agency business
- Trust and Estate Practitioner (TEP) designation
- Experience in the financial services and securities industry, including trading, settlement, and corporate change announcement processes
- U.S. tax experience, an asset
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.
- Variety of assignments
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
WMRT
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.