Tax Officer, National Tax Services

1 week ago

MONTRÃAL, Canada Royal Bank of Canada Full time

Job Summary

Job Description

What is the opportunity?

As a Tax Officer, you will assist RBC Royal Trust relationship managers by providing efficient, accurate, and quality client service. Key client service elements include preparing estate asset summaries and preparing estate income tax returns. The Tax Officer will also assist and support relationship mangers by providing estate income tax technical support. Quality assurance, attention to detail, and meeting key milestones are paramount. Teamwork, collaboration, and developing interpersonal relationships are important skills for success.

What will you do?

  • Participate in preparing and reviewing Estate Summary of estate assets
  • Prepare and review T-1 and T-3 income tax returns for estates and trusts
  • Act as estate income tax resource person for clients and internal partners
  • Proactively maintain timely written, verbal, and electronic communication with internal and external contacts
  • Leverage the use of technology to maximize efficiencies and ensure that all files are appropriately documented
  • Exercise due diligence in following procedures and guidelines

What do you need to succeed?
Must-have

  • University degree or equivalent
  • 2 to 4 years of professional experience in estate and trust taxation
  • Requires fluency in French and English in order to serve our clients in the community with French and English speaking needs
  • Canadian Securities Course (CSC), or willingness to complete within 12 months

Nice-to-have

  • Estate administration experience
  • Accounting designation or equivalent

Whatâs 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.

  • 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

WMRT

Job Skills

Additional Job Details

Address:

1 PLACE VILLE MARIE:MONTRÃAL

City:

MONTRÃAL

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

Wealth Management

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2024-06-25

Application Deadline:

2024-07-14

Inclusion and Equal Opportunity Employment

At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities.
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We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process.

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