Senior Manager, Tax

Royal Bank of Canada>; Montreal; On-site; CAD 100,000 - 130,000; Full time

Job summary

A leading financial institution seeks a Senior Manager, Tax with a focus on estate and trust account taxation. The role requires extensive experience in taxation and involves reviewing tax returns, managing risks, and developing training materials. Successful candidates should possess a CPA designation and have strong bilingual communication skills, as they will support clients and partners across Canada.

Benefits

Variety of assignments

Opportunities for professional development

Collaborative and high-performing team environment

Qualifications

• 10 to 15 years of related experience in public accounting preferred.
• Knowledge of taxation requirements for estate and trust products.

Responsibilities

• Act as subject matter expert on taxation matters and provide technical support.
• Review tax returns and manage tax preparation for estate and trust accounts.
• Stay updated on changes to Canadian income tax legislation.

Skills

Technological literacy

Bilingualism

Education

CPA designation with In-Depth Tax Program or Master of Taxation

Job description

This opportunity is a one-year contract with full-time hours. The Senior Manager, Tax, is the subject matter expert and principal resource within the National Tax Services (NTS) team on all technical taxation matters related to estate and trust account administration. You will be responsible for supporting Royal Trust relationship managers in providing efficient, accurate, and quality client service related to tax return preparation. You will have oversight for the management and mitigation of tax risk both at the account level and at the business level by acting as a point of escalation for Royal Trust staff on all substantive tax matters. You will also be accountable for staying abreast of Canadian income tax legislative developments impacting the administration of estates and trusts.

What will you do?

• Act as subject matter expert and principal resource to the business on taxation matters and provide technical support through the delivery of advice, research, and risk analysis.
• Review T1, T1 Final, T3 tax returns, and T3010 information returns.
• Responsible for the tax management and tax preparation of a book of complex estate and trust accounts.
• Remain current on changes to Canadian and Quebec income tax legislation impacting estates and trusts and clearly communicate changes to staff.
• Responsible for training and developing staff on all substantive and technical tax matters and for working with the Associate Director, NTS, Taxation Advisory Group, Professional Development, and Sales Enablement to develop and deliver effective and superior tax training and materials to staff.
• Develop best practices for the minimization of tax risk at the account level for implementation by the tax team and regional staff.
• Manage and oversee projects and initiatives related to improving the efficiency of tax compliance processes.
• Work in partnership with other business units and colleagues, including external professional advisors, to ensure a seamless experience for shared clients / relationships and a timely resolution of tax matters.

What do you need to succeed?

Must-have

• 10 to 15 years of related experience, preferably with current public accounting practice experience.
• CPA designation with In-Depth Tax Program or Master of Taxation.
• Knowledge of taxation requirements for estate and trust products.
• Technological literacy.
• Bilingualism (English and French) required, as you will regularly serve our clients and do business with RBC partners and / or employees across Canada with English and French speaking needs.

Nice-to-have

• Knowledge of Common Law and Civil Code as it relates to the Estate, Trust, and Agency business.
• U.S. tax experience, an asset.
• Experience in the financial services and securities industry, including trading, settlement, and corporate change announcement processes.
• Experience in people management and development, coaching, leading a team.

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.

• Variety of assignments.
• Ability to make a difference and lasting impact.
• Work in a dynamic, collaborative, progressive, and high-performing team.
• Opportunities to do challenging work.

WMRT

Job Skills

Additional Job Details

Address :

City : MONTRÉAL

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type :

Contract (Fixed Term)

Posted Date : 2025-05-08

Application Deadline :

2025-07-02

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.

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