Tax Officer, Estates & Trust Services
Toronto, Ontario, Canada
11d ago

What is the opportunity?

The Central Tax Team specializes in supporting Estate & Trust Services Relationship Managers by providing efficient, accurate and quality client service related to tax return preparation.

Key client service elements include : T1 and T3 tax return preparation and support related to account administration.

As Tax Officer, you will be accountable for consistently delivering high quality tax returns, demonstrate attention to detail and ensure that key filing deadlines are met.

Teamwork, collaboration, and developing inter-personal relationships are important skills for success.

What will you do?

  • Prepare income tax returns (T1, T3, T3010)
  • Identify, investigate and resolve inquiries, discrepancies, etc.
  • as they arise, and guide and assist other staff in this process.

  • Research tax related issues to answer queries and provide team colleagues and RBC partners with accurate and timely information.
  • Collect relevant information and maintain documentation of account activities, informing RBC partners of account issues and their resolution.
  • Ensure client expectations are met by respecting key deliverables.
  • Respond to calls and correspondence from external parties in a prompt and professional manner.
  • Use effective written, verbal and electronic communication to foster solid working relationships with other team members and to develop and maintain strong relationships with RBC partners.
  • Collaborate with other team members in the training and evaluation of new and seasonal staff.
  • What do you need to succeed?

    Must Have

  • 2- 5 years related tax experience, including preparation of T1 AND T3 tax returns
  • University Degree, College Diploma or equivalent experience
  • Working knowledge of current taxation laws and regulations
  • Excellent written / verbal / electronic communication skills
  • Strong proficiency in MS Office Suite, with a strong emphasis in Excel
  • Nice to Have

  • Accounting designation or equivalent
  • Canadian Securities Course or equivalent
  • Knowledge of Estate and Trust Law and Administration
  • Royal Trust, Tax Officer accreditation or equivalent
  • 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.

  • 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 and geographies
  • About RBC

    Royal Bank of Canada is Canada’s largest bank, and one of the largest banks in the world, based on market capitalization.

    We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis.

    We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S.

    and 37 other countries.

    For more information, please visit

    Inclusion and Equal Opportunity Employment

    RBC is an equal opportunity employer committed to diversity and inclusion.

    We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal / Native American status or any other legally-protected factors.

    Disability-related accommodations during the application process are available upon request.

    City : Toronto

    Address : 155 Wellington St.

    Work Hours / Week : 37.5

    Work Environment : Office

    Employment Type : Permanent

    Career Level : Experienced Hire / Professional

    Position Level : PL09

    Required Travel(%) : 0-25

    Exempt / Non-Exempt : N / A

    People Manager : Yes

    Application Deadline : 10 / 23 / 2018

    Req ID : 174557

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