Job Description
What is the opportunity?
The incumbent will be responsible for the planning and production of tax reports and returns for our investment fund clients. In order to be successful, the incumbent must have a thorough understanding of the tax reporting requirements of investment funds and strong managerial skills. The outcome will be compliant to all tax requirements and accurate and timely tax reporting for RBC Investor Services (IS) clients.
What will you do?
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Assist and prepare tax return for trust and corporations, and information for unitholder tax reporting. Prepare T3 factors for segregated funds and trust funds.
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Prepare T5 factors for corporations.
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Compute and allocate income and gain/loss allocation for segregated funds.
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Administer non-taxable switch processes.
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Manage income trust and ETF reallocation processes.
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Support GST/HST administration and compliance i.e. GST/HST returns for selected listed financial institutions etc.
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Coordinate and support on passive foreign investment company reporting.
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File tax returns and communicate with CRA on matters relating to trust, corporate and HST returns including Notice of Objection.
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Track Notice of Assessments status for clients and provide correspondence accordingly.
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Assist complex corporate actions and assist external auditor by providing rationale for the tax treatment.
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Assist with automation and process improvement initiatives.
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Maintain & review desk operating procedures for general and client specific tax procedures.
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Assist Manager in rolling out new regulatory changes impacting tax reporting.
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Identify and streamline processes to improve efficiency and automation in tax processes.
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Provide customer service by responding to inquiries and requests from internal departments and clients.
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Assist senior tax reporting analyst on project-based client deliverables.
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Participate in pre and post year end tax meetings with clients, auditors and internal departments.
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Support on ad-hoc projects and cooperate with external services providers.
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Work with senior analysts and managers on client invoicing.
What do you need to succeed?
Must have:
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2+ years of fund accounting or related experience in the investment fund industry or public accounting preferably in the financial services industry
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Accounting or business bachelor degree
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CPA or Working towards CPA designation
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Excellent verbal and written communication skills
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Proven organizational and time management skills
Nice-to-have
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Industry related courses (CSC, or CFA)
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Previous experience in preparation of trust and/or HST returns
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1+ years of experience in investment fund tax reporting
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.
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Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate.
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Opportunity to obtain hands-on experience throughout your role
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Working with an exciting, close-knit, supportive & dynamic group
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Opportunity to collaborate with other business segments within the bank
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Excellent career development and progression opportunities
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A comprehensive Total Rewards Program including bonuses and flexible benefits
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Competitive compensation
Job Skills
Business Mathematics, Confidentiality, Detail-Oriented, Financial Accounting Systems, General Ledger Administration, Information Capture, Tax Management, Tax Operations, Tax Regulations
Additional Job Details
Address:
RBC CENTRE, 155 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:
2026-06-12
Application Deadline:
2026-06-26
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.
Pay Range
The expected pay range for this position is:
$55,000.00 - $90,000.00
The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting. Pay ranges may differ based on location. If the posting lists multiple job locations, a recruiter can confirm availability of the role and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.
You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One 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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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
