Manager, Tax, Statements and Reporting

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Manager, Tax, Statements and Reporting

manager · Corporate Finance

Job Description

What is the opportunity?

The Manager, Tax, Statements and Reporting within RBC Investor Services (IS) will lead a team of 5 full time individuals plus seasonal contractors where they are responsible for delivering unitholder tax, statement and report support services by leading the Year-end Tax project and other tax-related projects, as well as maintenance of pertaining procedural documents to mitigate operational, financial and reputational risk. The team also works closely with other areas of organization (Fund Valuations, Financial Reporting & Tax, Tax Advisory Group etc.) to address tax issues and regulatory changes to ensure a coordinated approach is utilized to enhance client experience.

What will you do?

• Manage team of 5 full time and seasonal contactors
• Provide timely communications, proactive support, advice and coaching and development to staff
• Responsible for the strategy as well as the accurate and timely production of all client and unitholder outputs including Statements, Trade confirmations, Tax Slips and Ad hoc reporting. 
• Participate as a member of the Shareholder Services Management team and disseminate corporate messages and initiatives through the reporting line.
• Work with the Client Service Managers and Relationship Managers to properly manage clients’ expectation
• Effectively liaise with the system Vendors to provide timely and accurate support to our Business Partners.
• Participate in operational meetings to remain engaged in business requirements and needs
• Provide focus and clarity in establishing individual goals, driving performance, supporting career development and rewarding individual and team success.

What do you need to succeed?

Must-have:

• Post Secondary Education
• 5 years’ experience in Mutual Fund Industry
• Knowledge of Canadian tax reporting
• Strong organization and time management skills
• Must possess excellent communications (written & oral) skills

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.