Associate Director - Tax Operations

Job Description

Oversee end-to-end Canadian tax reporting for RBC Investor Services’ investment products (Pooled Funds, Mutual Funds, Hedge Funds). Ensure accurate, timely CRA and Revenu Québec compliance while maintaining unit holder records and tax statements. Lead year-end tax projects and cross-functional initiatives with Fund Valuations and Financial Reporting teams. Shape operationalization of evolving tax regulations, participate in industry forums, and drive process improvements. Serve as escalation point for complex tax matters, communicating regulatory updates to senior management and stakeholders, while mitigating operational and reputational risk.

• Manage a team of 8 full-time and 2 part-time employees.
• Provide timely communications, proactive support, advice and coaching, and development to staff.
• Strategic and accurate production of all client and unit holder outputs including Statements, Trade confirmations, Tax Slips and ad hoc reporting.
• Overall management of the tax process, regulatory filings, print vendor management, coordination with all internal teams related to the tax process as well as ongoing income reconciliation and CRA remittance activities.
• Maintain knowledge of all regulatory tax requirements that may affect RBCIS through participation in tax committees and interaction with internal tax resources.
• Participate as a member of the Management team and disseminate corporate messages and initiatives through the reporting line.
• Work with Client Service Managers and Relationship Managers to properly manage clients’ expectations.

• Strong organization and time management skills.
• Excellent communication (written & oral) skills.
• 5+ years of related tax reporting experience in the investment fund industry or public accounting, preferably in the financial services industry.
• Strong analytical, project management, and problem‑solving capabilities, with a forward‑looking and continuous‑improvement mindset.
• Proven ability to lead teams, manage competing priorities, and deliver against critical regulatory deadlines.

• Knowledge of the custody industry.
• Knowledge of the fund industry.
• Project management skills.
• Advanced technical skills (Microsoft Access, Excel, PowerPoint, and communication tools).

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.

• 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.

Communication, Decision Making, Financial Planning and Analysis (FP&A), Knowledge Organization, Long Term Planning, Organizational Leadership, Performance Management (PM), Tax Management, Tax Operations, Tax Regulations.

RBC CENTRE, 155 WELLINGTON ST W : TORONTO

Toronto

Canada

37.5

Full time

WEALTH MANAGEMENT

Regular

Salaried

Applications will be accepted until 11:59 PM on the day prior to the Final date to receive applications date above.

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.