Manager, National Tax Services - RBC, Montréal

AI Summary

RBC Royal Trust is hiring a Manager, National Tax Services in Montréal, Quebec. This role involves leading high-quality tax compliance work, preparing and reviewing complex estate and trust tax returns, and mentoring a high-performing team. Candidates need at least five years of experience in personal, estate, and trust taxation, including Quebec income tax. Bilingualism in English and French is a must for serving clients and RBC partners.

About the Opportunity at RBC Royal Trust

Join RBC Royal Trust's National Tax Services team in Montréal, where you will play a pivotal role in leading high-quality tax compliance work. This includes preparing and reviewing T1 final, Estate and Trust T3 tax returns, as well as Charity and information returns, ensuring seamless service for estate and trust accounts. As a key leader, you will coach and mentor a high-performing tax team, fostering a positive employee experience and helping to drive superior outcomes. Your leadership will be crucial in ensuring consistent adherence to filing deadlines and maintaining operational excellence across all tax services. This position at RBC combines strong technical tax expertise with meticulous attention to detail and a commitment to innovation, enhancing efficiency and excellence while supporting Relationship Managers and clients.

Key Responsibilities and Team Leadership

In this role, you will meticulously prepare and review complex estate and trust income tax returns, ensuring precision in every detail. You will also lead postmortem tax planning initiatives, particularly with private companies, leveraging your extensive tax knowledge. A significant part of your contribution will involve directing and mentoring your dedicated tax team, cultivating their professional growth and adeptly addressing any operational challenges that arise. Staying abreast of evolving tax legislation is essential, and you will communicate its implications to staff through seminars, policy briefs, and procedural updates. Furthermore, you will investigate and resolve tax inquiries, escalating more complex issues to senior leadership as required, always with the best interests of our clients in mind. You will also train and support team members, ensuring vital knowledge transfer and robust backup coverage, while maintaining clear documentation of account activities and communicating progress to Relationship Managers. Collaboration across teams is vital to ensure seamless client experiences and accurate data for tax preparation, and you will actively drive innovation by leveraging technology to enhance overall efficiency within RBC Royal Trust.

Qualifications and Professional Growth

To succeed as a Manager, National Tax Services at RBC Royal Trust, you must possess a minimum of five years of experience in personal, estate, and trust taxation, critically including Quebec income taxation. Bilingualism in English and French is a mandatory requirement, as you will regularly serve our diverse clients and engage with RBC partners and employees across Canada. Candidates should hold post-secondary education in Accounting, Finance, or a related field, coupled with advanced proficiency in Microsoft 365 and various tax software; experience with a trust management database like Broadridge is considered a valuable asset. Strong problem-solving skills and an unwavering attention to detail are essential for navigating complex tax scenarios. While not mandatory, professional designations such as CPA, In-Depth Tax Program (IDTP), CSC, TEP, or M.Tax., along with proven leadership experience in coaching and team development, are highly advantageous. A working knowledge of corporate and US tax would also be beneficial. This role offers an opportunity to lead in a dynamic, client-centric environment within a top-tier financial institution, where you can drive innovation and make a lasting impact.