Senior Tax Reporting Analyst

Job Description

What is the opportunity?

Join RBC Investor Services in a key role where you'll take ownership of tax reporting excellence for our investment fund clients. You'll prepare compliant, accurate tax solutions while driving meaningful improvements to our tax processes and procedures. This is an ideal opportunity to deepen your expertise in investment fund taxation while collaborating with clients, internal teams, and external partners.

What will you do?

• Lead the design and implementation of distribution modules for corporations and trusts, partnering with cross-functional teams on requirements, testing, and rollout
• Identify and champion process improvements and automation opportunities to enhance efficiency and scalability
• Spearhead regulatory change initiatives impacting tax reporting across fund operations

• Prepare, review, and ensure accuracy of tax returns (trusts, corporations, HST) and unitholder tax reporting
• Compute and allocate income and gains/losses for segregated funds with precision
• Maintain ongoing compliance with CRA requirements; manage Notice of Assessments and communications

• Oversee Fund Distribution operations; mentor fund accountants on procedures and tax compliance
• Serve as primary contact for clients, internal departments, and external vendors on tax matters
• Lead pre- and post-year-end tax planning sessions with clients, auditors, and internal stakeholders

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

Active Learning, Adaptability, Business Appraisals, Critical Thinking, Customer Service, Decision Making, Effectiveness Measurement, Operational Delivery, Process Improvements

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:

2026-05-21

Application Deadline:

2026-06-05

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:

$67,000.00 - $110,000.00

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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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

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.