Specialist, Operations - Tax Operations

RBC; Toronto; On-site; CAD 70,000 - 85,000; Full time

Job summary

A leading financial institution in Toronto is looking for a Specialist in Tax Operations. The role involves assisting with clients’ year-end tax reporting and ensuring compliance with Canadian tax authorities. Responsibilities include executing daily oversight activities, liaising with customers, and identifying process improvements. The ideal candidate has a degree or equivalent experience, prior industry knowledge, and proficiency with tax production systems. This full-time position offers competitive compensation and flexible work/life balance options.

Benefits

Comprehensive Total Rewards Program

Flexible benefits

Competitive compensation

Coaching and development opportunities

Work-life balance options

Qualifications

• 4-year degree from an accredited university or equivalent OR High school diploma with 3+ years of specific industry experience.
• 1+ year prior experience in securities, banking, or technology industry.
• Experience with T5/T3/Split Corps tax production.

Responsibilities

• Execute daily department oversight activities for exception-based processes.
• Liaise and provide customer service support for individuals.
• Identify opportunities to reduce risk and improve processes.

Skills

Communication

Customer Service

Operational Delivery

Process Improvements

Microsoft Excel

Education

4-year degree or equivalent

High school diploma and 3 years experience

Tools

Tax Form Plus

Broadridge / BTS system

Job description

Overview

What is the opportunity?

As a Specialist, Operations, Tax Operations, you will play an integral part in assisting with clients’ year-end tax reporting requirements for Canadian tax authorities (CRA/RQ). This role focuses on non-registered tax reporting, including T5/T3/Split Corps/T5013/R3/R15/R16/NR4 tax production. You will support withholding tax remittances and reconciliations with Canadian tax authorities (CRA/RQ). You will liaise with business partners and vendors to schedule, track, and perform user acceptance testing for regulatory and client experience enhancements for non-registered tax slips, and escalate issues and risk as appropriate. You will support and resolve complex client inquiries independently, seeking assistance as appropriate following established department procedures. The incumbent will review, verify, and record data into technology systems supporting department processes, ensuring adherence to regulatory and firm policy requirements. You will research, resolve, or provide requested information for other Operations areas, RBC Business Units, external customers or industry participants. The incumbent provides thought leadership and implementation support for department process changes, system enhancements, and new initiatives. The position includes elements of risk that are managed through operational reviews, system checks, and adherence to procedures.

What will you do?

• Execute daily department oversight activities for complex exception-based processes to validate that system processes are executing as designed. Run and analyze reports as required to resolve exceptions while adhering to regulatory and firm policy requirements.
• Liaise and provide customer service support for individuals requiring research, problem resolution, or information from other Operations departments, RBC Business Units, external customers or industry participants. Address escalated questions independently, seeking assistance from Manager or Senior Manager as appropriate following established procedures.
• Identify opportunities to reduce risk or increase efficiencies by suggesting process changes and system modifications. Participate in testing and implementation of enhancements and processes as required.
• Annual review and updating of department procedures.
• Provide accurate analysis and processing support for manual, exception-based, complex, and/or highly specialized processes within a specific Operations department. Accurately review, verify, and/or record data into technology supporting department processes.
• Perform other duties and responsibilities as assigned.

What do you need to succeed?

Must-have

• 4-year degree from an accredited university or equivalent OR High school diploma or equivalent AND 3+ years of securities, banking, technology and/or job specific industry experience
• 1+ year prior securities, banking, technology industry and/or job specific related industry
• Experience with Tax Form Plus and Broadridge / BTS system
• Experience with T5/T3/Split Corps/T5013/R3/R15/R16/NR4 tax production
• Ability to work well under pressure and within timelines while maintaining a calm, logical approach
• High attention to detail with strong problem identification, analytical and resolution skills

Nice-to-have

• Ability to understand and meet business daily support needs on an ongoing basis
• Ability to work independently and within a team environment
• Proficient computer skills in Windows-based software products including Word, Excel, Access and Outlook
• Canadian Securities Course

What’s in it for you?

We thrive on the challenge to be our best, value progressive thinking, and work 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 mutual success.

• A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
• Leaders who support your development through coaching and managing opportunities
• Ability to make a difference and lasting impact
• Work in a dynamic, collaborative, progressive, and high-performing team
• Flexible work/life balance options
• Opportunities to do challenging work
• Opportunities to take on progressively greater accountabilities
• Access to a variety of job opportunities across business and geographies

Job Skills

Communication, Customer Service, Interpersonal Relationship Management, Microsoft Excel, Operational Delivery, Process Improvements, Taxes, Time Management

Additional Job Details

Address: 180 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: 2025-10-02

Application Deadline: 2025-10-16

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 growth. We strive to foster a workplace based on respect, belonging and opportunity for all.