2027 Wealth Management, Winter Tax Administrator (4-16 months)

RBC Wealth Management is a part of Royal Bank of Canada (“RBC”), one of the largest providers of financial services in the world. RBC Wealth Management Canada is comprised of six complementary lines of business which are supported by over 250 wealth professionals through our RBC Family Office Services team. Together, we provide our clients an unmatched experience.

Your application will be reviewed for consideration across multiple roles within the following areas:

RBC Dominion Securities

RBC PH&N Investment Counsel

RBC Royal Trust 

RBC Private Banking

RBC Wealth Management Financial Services

RBC Global Asset Management

What is the opportunity?

Join RBC Wealth Management and support domestic and international tax compliance and analysis. As a Tax Administrator, you will be accountable for consistently preparing 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. Ideal candidates are proficient in Microsoft Excel, team-oriented, and currently pursuing post-secondary education in accounting or finance.

What will you do?

• Assist and prepare income tax returns (T3 trust returns, T1 personal returns, estate returns (T1D & Estate T3))
• Conduct financial analysis related to domestic mutual funds and partnerships
• Provide general administrative support, including organizing and tracking investment products tax data
• Assist in preparing documentation, gathering and organizing relevant financial data, and responding to information requests to support tax audits
• Support in researching and analyzing Canadian and International tax regulations to ensure compliance with all taxation regulations
• Assist in the preparation and compliance of FATCA/CRS forms
• Collaborate effectively as a team player in an engaging work environment
• 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.

What do you need to succeed?

Must have:

• Working towards a Bachelor of Accounting, Finance, or Business Administration field 
• Strong proficiency in Microsoft Excel, including the ability to manipulate, organize, and retrieve data using formulas and logic functions
• Strong personal skills and the ability to work effectively independently and within a team environment
• Exceptional written/verbal communication, presentation, and interpersonal skills
• Highly organized with good attention to detail and very high level of accuracy

Nice to have:

• Previous experience working with a Financial Institution or Accounting firms
• Good working knowledge of taxation requirements for estate and trust products
• Goal to pursue CPA designation

Please note: 

To be eligible for these student positions, you must either: 

• Be returning to school after the work term end-date; or 
• If you are not returning to school (i.e. are graduating immediately after the work term), you must require the full work term as a mandatory component to graduate successfully

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.

• 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
• A world-class training program in financial service

Additional Job Details

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

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.