Associate Director, Lead Tax Specialist

Job Description

What is the opportunity?

Lead tax reporting excellence for investment fund clients by planning and overseeing tax deliverables, managing vendor partnerships, and ensuring regulatory compliance. You'll drive process improvements, lead regulatory updates, and mentor analysts—deepening expertise while collaborating across RBC and with external partners.

What will you do?

• Research and review new and/or changes to tax regulations, prepare related technical memoranda for distribution internally to Fund Accounting and externally to clients.
• Interpret, assess and implement changes from Federal and provincial budget changes impacting investment funds.
• Review new fund tax reporting requirements and liaise internally to setup the fund to meet tax reporting requirements. The focus will be on funds where there are complexities and/or fund specific issues which impact distributions.
• Point of contact for clients in regards to Tax Opinions on complex tax matters and new products.
• Represent Tax Reporting in RFPs, Client Due Diligence and with client auditors.
• Oversee preparation and accuracy of key tax deliverables including T2 and T3 Tax Returns, T3 and T5 Tax Factors, Corporate class distribution calculations, and segregated fund income and gain/loss allocations.
• Project Manage Tax Deliverables with the vendor.
• Oversee Fund Distributions including review of fund distributions, and train fund accountants on distribution theory.

What do you need to succeed?

Must-have

• Bachelor's degree in Business, Accounting, or related field
• CPA designation (or CPA candidate with demonstrated progress)
• Minimum 2+ years of investment fund tax reporting experience
• Minimum 3+ years of fund accounting or investment fund industry experience (public accounting or financial services preferred)
• Strong verbal and written communication skills; proven organizational and time management capability

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.

• Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate
• Working with an exciting, close-knit, supportive & dynamic group
• Opportunity to collaborate with other business segments within the bank
• Excellent career development and progression opportunities
• A comprehensive Total Rewards Program including bonuses and flexible benefits
• Competitive compensation

Job Skills

Additional Job Details

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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:

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.