Director, Tax Reporting

RBC; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading Canadian bank in Toronto is seeking a Tax Reporting Specialist to oversee tax services for investment funds. Responsibilities include leading tax regulatory changes, planning tax reporting activities, and reviewing calculations. Candidates need a CPA or equivalent along with 7+ years of relevant experience. This role offers competitive compensation and career development opportunities.

Benefits

Comprehensive Total Rewards Program

Bonuses and flexible benefits

Competitive compensation

Career development opportunities

Qualifications

• Must be a CPA or equivalent qualification.
• At least 7 years of related tax reporting experience in the investment fund sector.
• Excellent communication skills are essential.

Responsibilities

• Lead tax regulatory changes with clients.
• Plan tax reporting activities and establish priorities.
• Review complex distribution calculations and oversee tax returns.

Skills

CPA or Equivalent

7+ years of related tax reporting experience

Excellent verbal and written communication skills

CICA In-Depth Tax Course

Job description

Overview

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.

Responsibilities

• Lead tax regulatory changes internally and with clients.
• Plan 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.
• Oversee Tax Service provider in regards to deliverables and deadlines.
• Lead transition of tax services to Tax Service Provider, seek solutions and make decisions to minimize risk.

Qualifications

• CPA or Equivalent
• 7+ 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
• CICA In-Depth Tax Course

Nice-to-have

• 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 exposure to 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: 2025-09-10

Application Deadline: 2025-09-26

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion 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.

Join our Talent Community