Associate Director, Lead Tax Specialist

RBC•Toronto, ON

14d•CA$90,000 - CA$140,000•Onsite

About The Position

Lead tax reporting excellence for investment fund clients by planning and overseeing tax deliverables, managing vendor partnerships, and ensuring regulatory compliance. You'll drive process improvements, lead regulatory updates, and mentor analysts—deepening expertise while collaborating across RBC and with external partners.

Requirements

Bachelor's degree in Business, Accounting, or related field
CPA designation (or CPA candidate with demonstrated progress)
Minimum 2+ years of investment fund tax reporting experience
Minimum 3+ years of fund accounting or investment fund industry experience (public accounting or financial services preferred)
Strong verbal and written communication skills
Proven organizational and time management capability

Nice To Haves

Audits
Compliance
Communication
Critical Thinking
Detail-Oriented
Financial Reporting and Analysis
Industry Knowledge
Internal Controls
Knowledge Organization
Organizational Change Management
Team Management

Responsibilities

Research and review new and/or changes to tax regulations, prepare related technical memoranda for distribution internally to Fund Accounting and externally to clients.
Interpret, assess and implement changes from Federal and provincial budget changes impacting investment funds.
Review new fund tax reporting requirements and liaise internally to setup the fund to meet tax reporting requirements. The focus will be on funds where there are complexities and/or fund specific issues which impact distributions.
Point of contact for clients in regards to Tax Opinions on complex tax matters and new products.
Represent Tax Reporting in RFPs, Client Due Diligence and with client auditors.
Oversee preparation and accuracy of key tax deliverables including T2 and T3 Tax Returns, T3 and T5 Tax Factors, Corporate class distribution calculations, and segregated fund income and gain/loss allocations.
Project Manage Tax Deliverables with the vendor.
Oversee Fund Distributions including review of fund distributions, and train fund accountants on distribution theory.