(Senior) Manager, Tax

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

Job summary

A leading financial institution in Montreal seeks a taxation expert for a full-time, fixed-term contract. The role involves reviewing tax returns and providing guidance on estate and trust account administration. Candidates should have over 7 years of experience, a CPA designation, and be bilingual in English and French. The position offers opportunities for significant impact in a collaborative environment.

Benefits

Variety of assignments

Dynamic and collaborative team environment

Qualifications

• Minimum of 7 years of related experience, preferably in public accounting or a trust company.
• Knowledge of Canadian and Quebec income tax legislation impacting estates and trusts.
• Experience in the financial services and securities industry is an asset.

Responsibilities

• Review T1, T1 Final, T3 tax returns, and T3010 information returns.
• Act as subject matter expert on taxation matters.
• Develop best practices for minimizing tax risk.

Skills

Taxation knowledge for estate and trust products

Bilingualism (English and French)

Technological literacy

Education

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

Job description

Job Description

What is the opportunity?

This opportunity is a fixed-term contract (approximately 6 months) with full-time hours. You will act as the subject matter expert and principal resource within the RBC Royal Trust National Tax Services (NTS) team on all technical taxation matters related to estate and trust account administration. Reviewing T1, T1 Final, T3 tax returns, and T3010 information returns is a key element of the role. 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.

What will you do?

• 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
• 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
• Remain current on changes to Canadian and Quebec income tax legislation impacting estates and trusts and clearly communicate changes 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
• Works 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

• Minimum of 7 years of related experience, preferably with current public accounting practice or trust company 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
• Trust and Estate Practitioner (TEP) designation
• Experience in the financial services and securities industry, including trading, settlement, and corporate change announcement processes
• U.S. tax experience, an asset

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

RBC is an inclusive workplace that values diversity and equal opportunity employment. We strive to deliver this through policies and programs intended to foster a workplace based on respect, belonging, and opportunity for all.