Associate Director - Tax Operations

Royal Bank of Canada • Toronto, ON

7d • CA$105,000 - CA$155,000 • Onsite

About The Position

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.

Requirements

• 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 Haves

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

Responsibilities

• 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.

Benefits

• bonuses
• flexible benefits
• competitive compensation
• commissions
• stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Flexible work/life balance options.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed