Job Summary
Job Description
What is the opportunity?
The incumbent will be responsible for the planning and production of tax returns and other tax deliverables for our investment fund clients.
In order to be successful the incumbent must have a thorough understanding of the tax reporting requirements for investment funds and strong managerial skills.
The outcome will be compliant to all investment fund tax reporting requirements and accurate and timely tax reporting for RBC Investor Services (IS) clients.
What will you do?
- Manage Tax Analysts and seasonal contractors responsible for preparing / reviewing tax returns for trusts, corporations, segregated funds, HST returns and information for unitholder tax reporting.
- Planning tax reporting activities by establishing tasks, objectives and priorities internally and with clients
- Developing, implementing and coordinating tax reporting policies and procedures within Fund Administration team
- Work closely with Tax Service provider in regards to oversight of deliverables and deadlines including KPIs
- Improve internal controls and checks in tax reporting procedures and deliverables to clients
- Responsible to liaise and provide information and reports to internal and external auditors
- Coordinate, develop and maintain desk operating procedures for general and client specific tax procedures
- Identify and streamline processes to improve efficiency and use technology whenever possible
- Support staff in prioritizing work, define outcomes and how successes are measured
- Provide guidance and support the ongoing learning, growth and development of the teams
- Report on operational risk items and action plans
What do you need to succeed?
Must-have
- 5+ years of related tax reporting experience in the investment fund industry or public accounting preferably in the financial services industry
- People management skills
- Excellent verbal and written communication skills
- Proven organizational and time management skills
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 RBCIS 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
Adaptability, Crisis Management, Decision Making, Delegating Tasks, Group Problem Solving, Interpersonal Relationship Management, Long Term Planning, Operational Delivery, Process Improvements, Time Management
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