Senior Manager, Canadian Tax Operations

RBC•Toronto, ON

3d•Hybrid

About The Position

As a Senior Manager in Tax Operations, you will lead the end-to-end Canadian tax reporting process for RBC Wealth Management Canada, covering both registered and non-registered tax reporting streams. You will oversee day-to-day production for Canadian tax reporting while providing leadership across a hybrid operating model with accountability for both direct and indirect teams. This role ensures consistent execution, regulatory compliance, and effective risk management while supporting a strong client and advisor experience. In addition to ensuring accurate and timely reporting to the Canada Revenue Agency (CRA) and Revenu Québec (RQ), you will play a key role in shaping how evolving tax regulations are operationalized across the Wealth Management platform. This includes participation in tax industry forums and working groups, communicating regulatory updates, collaborating with cross-functional and business partners on strategic initiatives, and driving process improvements to enhance operational effectiveness. The incumbent will serve as a point of escalation for complex, time-sensitive Canadian tax matters and must demonstrate the ability to communicate clearly and confidently with senior management, business stakeholders, and advisors.

Requirements

5+ years of experience in Operations, Banking, or Financial Services, with demonstrated accountability for complex, regulated processes.
Strong working knowledge of Canadian tax reporting requirements, including registered and non-registered tax slips and CRA/RQ guidelines.
Knowledge of RBC Wealth Management Canada systems (Broadridge/TFP, OnDemand, ClientSource).
Proven ability to lead teams, manage competing priorities, and deliver against critical regulatory deadlines.
Excellent communication, presentation, and stakeholder management skills.
Strong analytical, project management, and problem-solving capabilities, with a forward-looking and continuous-improvement mindset.

Nice To Haves

Completion of Canadian Securities Course (CSC).
Knowledge of FATCA, CRS, and QI/U.S. tax regimes.
Advanced technical skills (Microsoft Access, Excel, PowerPoint, and communication tools).

Responsibilities

Coordinate and oversee tax year-end production requirements for Canadian registered and non-registered tax streams for RBC Wealth Management Canada, working closely with multiple operations teams, business lines, and vendors to ensure complete and accurate tax slip generation, client mailings, and filings to tax authorities (CRA/RQ) to meet the regulatory deadlines.
Partner with internal stakeholders and external vendors on strategic initiatives and regulatory change, identifying opportunities to streamline processes, reduce costs, and improve the client experience.
Drive tax season readiness through clear, consistent communications to the field, including tax guides, FAQs and operational updates to support accurate client and advisor servicing.
Lead, coach, and develop a team of skilled tax subject matter experts, serving as the primary escalation point for complex Canadian tax inquiries and issue resolution.
Manage and strengthen CRA/RQ remittance, reconciliation, and filing controls, driving continuous improvement to enhance accuracy, reduce risk, and improve operational resilience.
Conduct risk assessments and collaborate with Risk and Compliance partners to design and enhance controls, policies, and procedures.
Support regulatory audits as required.
Deliver clear, concise, and impactful communications to the senior leadership, including industry updates, key risk indicators, cost/benefit analyses, and performance metrics.
Represent RBC Wealth Management Canada in tax industry working groups and regulatory forums, monitoring legislative changes, assessing impacts, and translating requirements into operational solutions.
Balance regulatory requirements with business priorities, timelines, and resource considerations, exercising sound judgment in a highly regulated, time-sensitive environment.