Director, Tax Reporting
Top Benefits
About the role
Job Description
What is the opportunity?
In this role you will work with multiple investment fund clients, internal groups and third parties. You will be responsible for Tax Reporting for funds structured as Trusts, Corporations, Segregated Funds and LPs and conduct full tax services provided for investment funds including distribution, income and gain/loss allocation, information for unitholder tax reporting, Tax Returns, PFIC.
What will you do?
- Lead tax regulatory changes internally and with clients.
- Planning tax reporting activities by establishing tasks, objectives and priorities internally and with clients
- Work with clients regarding fund events impacting tax reporting requirements
- Participate in current and prospective client meetings for tax reporting
- Review complex distribution calculations and tax returns as part of oversight
- Oversight of Tax Service provider in regards to oversight of deliverables and deadlines
- Lead transition of tax services to Tax Service Provider, seek solutions and make decisions to minimize risk
What do you need to succeed?
Must-have
- CPA or Equivalent
- 7+ years of related tax reporting experience in the investment fund industry or public accounting preferably in the financial services industry
- Excellent verbal and written communication skills
- CICA In-Depth Tax Course
Nice-to-have
- Industry related courses
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
- Working with an exciting, close-knit, supportive & dynamic group
- Opportunity to collaborate with other business segments within the bank
- Excellent career development and progression opportunities
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
Job Skills
Accounting, Change Management, Coaching Others, Customer Service Management, Financial Accounting Systems, Financial Risk Management (FRM), Operational Delivery, Process Management, Risk Management, Talent Management
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:
2025-09-10
Application Deadline:
2025-09-26
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.
Director, Tax Reporting
Top Benefits
About the role
Job Description
What is the opportunity?
In this role you will work with multiple investment fund clients, internal groups and third parties. You will be responsible for Tax Reporting for funds structured as Trusts, Corporations, Segregated Funds and LPs and conduct full tax services provided for investment funds including distribution, income and gain/loss allocation, information for unitholder tax reporting, Tax Returns, PFIC.
What will you do?
- Lead tax regulatory changes internally and with clients.
- Planning tax reporting activities by establishing tasks, objectives and priorities internally and with clients
- Work with clients regarding fund events impacting tax reporting requirements
- Participate in current and prospective client meetings for tax reporting
- Review complex distribution calculations and tax returns as part of oversight
- Oversight of Tax Service provider in regards to oversight of deliverables and deadlines
- Lead transition of tax services to Tax Service Provider, seek solutions and make decisions to minimize risk
What do you need to succeed?
Must-have
- CPA or Equivalent
- 7+ years of related tax reporting experience in the investment fund industry or public accounting preferably in the financial services industry
- Excellent verbal and written communication skills
- CICA In-Depth Tax Course
Nice-to-have
- Industry related courses
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
- Working with an exciting, close-knit, supportive & dynamic group
- Opportunity to collaborate with other business segments within the bank
- Excellent career development and progression opportunities
- A comprehensive Total Rewards Program including bonuses and flexible benefits
- Competitive compensation
Job Skills
Accounting, Change Management, Coaching Others, Customer Service Management, Financial Accounting Systems, Financial Risk Management (FRM), Operational Delivery, Process Management, Risk Management, Talent Management
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:
2025-09-10
Application Deadline:
2025-09-26
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
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.