Estate Tax & Operations Specialist

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

Job summary

A leading Canadian bank is seeking a full-time candidate to manage estate tax operations and reporting. This role involves analyzing tax data, preparing necessary documentation, and ensuring compliance with regulations. The ideal candidate will have a deep understanding of estate settlement processes and relevant financial products. The position offers a comprehensive rewards program, professional development opportunities, and a collaborative work environment.

Benefits

Comprehensive Total Rewards Program including bonuses

Flexible work/life balance options

Opportunities for professional development

Qualifications

• Strong understanding of estate settlement processes.
• Experience with financial Registered products such as RSP, TFSA and RIF.
• Knowledge of how assets are transferred, liquidated or distributed after death.
• Regulatory & Compliance Awareness.
• Ability to identify discrepancies, reconcile data and correct reporting or transaction errors.

Responsibilities

• Compile and analyze Estate tax data and provide reports to management.
• Help other business units stay informed about Estate tax implications of their operation.
• Prepare appropriate Estate tax forms and instruments for filing with federal, state and local jurisdictions.
• Research and monitor appropriate federal, state and local Estate tax regulations and obligations.

Skills

Analytical Thinking

Communication

Critical Thinking

Detail-Oriented

Estate Administration

Knowledge Organization

Regulations

Researching

Taxes

Tax Forms

Tax Management

Tax Operations

Tax Regulations

Job description

A leading Canadian bank is seeking a full-time candidate to manage estate tax operations and reporting. This role involves analyzing tax data, preparing necessary documentation, and ensuring compliance with regulations. The ideal candidate will have a deep understanding of estate settlement processes and relevant financial products. The position offers a comprehensive rewards program, professional development opportunities, and a collaborative work environment.