Tax Reporting Analyst

What is the opportunity?

The Tax Reporting Analyst is responsible for preparing and reviewing tax filings for investment funds, with a focus on trust income tax returns and indirect tax reporting. This role performs complex tax calculations, prepares HST/GST returns, and reviews basic tax elections and supplemental filings to ensure accuracy and regulatory compliance. The Analyst collaborates with clients, fund accounting, and external auditors to support timely and accurate tax reporting.

Success in this role requires strong analytical skills, attention to detail, and the ability to manage multiple deadlines in a fast‑paced environment.

• Prepare and review Trust income tax returns for investment funds in accordance with applicable tax regulations
• Perform complex tax calculations including income allocations, distributions, maintain tax profile and adjustments
• Prepare and file HST/GST returns and related tax filings for fund entities
• Review and process basic tax elections and supplemental filings to ensure accuracy and compliance
• Analyze financial data to support tax reporting and identify discrepancies or issues
• Liaise with clients, fund accounting, and external auditors to resolve tax and reporting matters
• Maintain accurate documentation, desk operating procedures and working papers to support tax positions and filings
• Ensure compliance with regulatory deadlines and internal quality standards
• Time Allocations: 70% Client Deliverables, 10% Managerial Excellence, 10% Projects and 10% Other

• 2+ years of fund accounting or related experience in the investment fund industry or public accounting preferably in the financial services industry
• Accounting or business bachelor degree
• CPA or Working towards CPA designation
• Excellent verbal and written communication skills
• Proven organizational and time management skills

• Industry related courses (CSC, or CFA)
• Previous experience in preparation of trust and/or HST returns
• 1+ years of experience in investment fund tax reporting

• Excellent exposure to communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate.
• Opportunity to obtain hands‑on experience throughout your role
• Working with an exciting, close‑knit, supportive & dynamic group
• Opportunity to collaborate with other business segments within the bank
• Excellent career development and progression opportunities
• A comprehensive Total Rewards Program including bonuses and flexible benefits
• Competitive compensation

Business Mathematics, Confidentiality, Detail-Oriented, Financial Accounting Systems, General Ledger Administration, Information Capture, Tax Management, Tax Operations, Tax Regulations

Address: RBC CENTRE, 155 WELLINGTON ST W:

TORONTO

City:
Toronto

Country:
Canada

Work hours/week: 37.5

Employment Type:

Full time

Platform: WEALTH MANAGEMENT

Job Type: Regular

Pay Type:

Salaried

Posted Date:

Final date to receive applications:

Pay Range: $55,000.00 - $90,000.00

At 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.