Tax Officer

Royal Bank of Canada•Montreal, QC

14h•Onsite

About The Position

The National Tax Services team specializes in supporting Estate & Trust Services Relationship Managers by providing efficient, accurate and quality client service related to tax return preparation. Key client service elements include: T1 and T3 tax return preparation and support related to account administration. As Tax Officer, you will be accountable for consistently delivering high quality tax returns, demonstrate attention to detail and ensure that key filing deadlines are met. Teamwork, collaboration, and developing inter-personal relationships are important skills for success.

Requirements

3 - 5 years related tax experience , including preparation of T1 AND T3 tax returns
University Degree, College Diploma or equivalent experience
Strong working knowledge of taxation requirements for estate and trust products
Excellent written/verbal/electronic communication skills
Strong proficiency in MS Office Suite, with a strong emphasis in Excel

Nice To Haves

Accounting designation or equivalent
Canadian Securities Course or equivalent
Knowledge of Estate and Trust Law and Administration
Royal Trust, Tax Officer accreditation or equivalent

Responsibilities

Prepare income tax returns (T1 final, T1, T3, T3010)
Identify, investigate and resolve inquiries, discrepancies, etc. as they arise, and guide and assist other staff in this process.
Research tax related issues to answer queries and provide team colleagues and RBC partners with accurate and timely information.
Collect relevant information and maintain documentation of account activities, informing RBC partners of account issues and their resolution.
Ensure client expectations are met by respecting key deliverables.
Respond to calls and correspondence from external parties in a prompt and professional manner.
Use effective written, verbal and electronic communication to foster solid working relationships with other team members and to develop and maintain strong relationships with RBC partners.
Provide guidance and mentorship to other team members and to participate in the training and evaluation of new and seasonal staff.