Associate Director, Tax Reporting

0000055528 RBC Investor Services Trust; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading investment firm in Toronto is seeking a Tax Reporting professional. You will work with investment fund clients and third parties, responsible for tax reporting services including tax returns and distribution calculations. Required qualifications include a CPA and at least 3 years of experience in investment funds or public accounting. This full-time position offers competitive compensation and excellent career development opportunities.

Benefits

Comprehensive Total Rewards Program

Excellent career development opportunities

Competitive compensation

Qualifications

• 3+ years of related tax reporting experience in the investment fund industry or public accounting.
• Excellent communication skills.

Responsibilities

• Lead tax regulatory changes internally and with clients.
• Plan tax reporting activities by establishing tasks, objectives, and priorities.
• Participate in client meetings regarding tax reporting.

Skills

Excellent verbal and written communication skills

Change Management

Customer Service Management

Financial Risk Management (FRM)

Education

CPA or Equivalent

Job description

Job Description

What is the opportunity? In this role you will work with multiple investment fund clients, internal groups and third parties. You will be responsible for Tax Reporting for funds structured as Trusts, Corporations, Segregated Funds and LPs and conduct full tax services provided for investment funds including distribution, income and gain / loss allocation, information for unitholder tax reporting, Tax Returns, PFIC. What will you do?

• Lead tax regulatory changes internally and with clients.
• Planning tax reporting activities by establishing tasks, objectives and priorities internally and with clients
• Work with clients regarding fund events impacting tax reporting requirements
• Participate in current and prospective client meetings for tax reporting
• Review complex distribution calculations and tax returns as part of oversight
• Oversight of Tax Service provider in regards to oversight of deliverables and deadlines

What do you need to succeed? Must-have

CPA or Equivalent

3+ years of related tax reporting experience in the investment fund industry or public accounting preferably in the financial services industry

Excellent verbal and written communication skills

Nice-to-have

CICA In-Depth Tax Course

Industry related courses

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 exposureto communicate with various business partners and stakeholders in Investor Services 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 Accounting, Change Management, Coaching Others, Customer Service Management, Financial Accounting Systems, Financial Risk Management (FRM), Operational Delivery, Process Management, Risk Management, Talent Management Additional Job Details

Address :

RBC CENTRE, 155 WELLINGTON ST W : TORONTO

City : Toronto

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Regular

Pay Type : Salaried

Posted Date : 2025-07-29

Application Deadline :

2025-08-14 Note : Applications will be accepted until 11 : 59 PM on the day prior to the application deadline date above I nclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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