Tax Advisory Services Director

4 weeks ago


Toronto, Ontario, Canada Royal Bank of Canada> Full time

Leadership Opportunity in Tax Advisory Services

About the Role

We are seeking a highly experienced Tax Advisory Services Director to lead our National Tax Services team. As a key member of our organization, you will be responsible for overseeing tax advisory and compliance work for our estates and trusts business.

Key Responsibilities

  • Lead the National Tax Services team and provide oversight to ensure timely and accurate tax return filings for our accounts
  • Monitor tax changes, analyze impact to the business, and provide timely tax communications to our staff and informational articles to increase understanding of tax matters
  • Act as primary contact for National Tax team and regional staff for the escalation of technical tax matters and provide technical support through the delivery of advice, research, and analysis
  • Ensure that policies, procedures, and any internal and external forms or documents related to tax are relevant, effectively manage risk, and contain appropriate monitoring and control oversight
  • Continuous improvement approach to achieving a superior team performance, including proactive monitoring of key deliverables and deadlines
  • Set and reinforce standards around internal and external client and partner communications, which include email, phone, or in-person interaction with clients
  • Demonstrate commitment to take ownership of client concerns at first point of contact ensuring the escalation process for Client Problem Resolution is followed creating a differentiated client experience

Requirements

  • 10-15 years related experience in tax advisory services and tax compliance
  • CA/CPA Designation
  • Knowledge of Canadian income tax rules applicable to estate and trusts
  • Knowledge of Common Law/Civil code relative to the Estate, Trust, and Agency business
  • Knowledge of financial services, securities industry, including trading, settlement, and Corporate Change Announcement processes
  • Experience with Corporate taxation and cross-border taxation expertise

Preferred Qualifications

  • TEP Designation
  • Bilingualism French and English

About Us

We are the Royal Bank of Canada, a leading financial institution dedicated to helping our clients thrive and communities prosper. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work.



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