(Senior) Manager, Tax

Royal Bank of Canada>; Montreal; On-site; CAD 85,000 - 115,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Taxation Expert on a fixed-term contract basis. You will oversee complex tax matters related to estate and trust accounts, ensure compliance with Canadian tax legislation, and support colleagues in resolving substantive tax issues. Candidates should have significant experience in public accounting and a CPA designation. This position requires fluency in both English and French as it involves collaboration across Canada.

Benefits

Opportunities for career growth

Dynamic and collaborative work environment

Qualifications

• Minimum of 7 years of related experience, preferably in public accounting or trust company.
• Knowledge of taxation requirements for estate and trust products.

Responsibilities

• Review T1, T1 Final, T3 tax returns, and T3010 information returns.
• Manage the tax preparation of a book of complex estate and trust accounts.
• Provide technical support on taxation matters and make recommendations.

Skills

Technical taxation knowledge

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

WMRT

Job Skills

Additional Job Details

Address

1 PLACE VILLE MARIE : MONTRÉAL

City : Montréal

Country : Canada

Work hours / week : 37.5

Employment Type : Full time

Platform : WEALTH MANAGEMENT

Job Type : Contract (Fixed Term)

Pay Type : Salaried

Posted Date : 2025-10-01

Application Deadline

2025-11-03

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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