Senior Manager, Product Taxation, Savings & Investments
RBC Capital
Job Description
What is the opportunity?
Reporting to the Director, Product Taxation, Savings & Investments, the Senior Manager, Product Taxation, Savings & Investments will support the oversight and execution of the RBC’s Personal Bank Savings & Investments product tax strategy, ensuring compliance with evolving legislative requirements and regulatory standards as applicable to both deposit taking financial institutions and Mutual Fund Dealers (Royal Mutual Funds Inc - RMFI). This role supports monitoring legislative changes, overseeing the timely implementation of tax updates, managing critical tax tools and systems, and acting as a control owner for key tax processes. The incumbent will collaborate closely with the Tax Advisory Group (TAG) and external tax authorities to resolve issues and provide expert guidance. The role helps foster a culture of compliance, accountability, and operational excellence across Savings & Investments, partnering with stakeholders across the business to support strategic objectives and mitigate risk.
What will you do?
Supporting the identification and implementation of changes to Canadian product tax reporting legislation impacting Savings & Investments (S&I), and leading assigned compliance initiatives to ensure effective adherence.
Supporting the Director, Product Taxation in the resolution of complex or unusual tax-related issues, including coordination with the Tax Advisory Group (TAG) and external tax authorities such as CRA and Revenue Québec.
Working collaboratively across Product, Operations, Technology, and business leaders to evaluate the impact of tax changes and drive timely, compliant solutions.
Coordinating the planning and execution of annual tax season activities across impacted stakeholder groups to ensure operational readiness and compliance.
Monitoring the effectiveness of tax-related controls within the operational ecosystem, including oversight of controls owned by other functions but reported to the Tax Director.
Supporting the identification of emerging tax risks and working with control owners across S&I to maintain a robust and effective control environment.
Promoting accountability, compliance, and transparency in the application of tax governance standards across the S&I business.
Act as Control Owner and ensure Product related tax controls and documentation are appropriately designed, implemented, and operating effectively to mitigate relevant tax risks.
What do you need to succeed?
Must have:
Minimum of 4 years of progressive experience in tax advisory, compliance, and planning.
Proven track record in managing complex tax matters for large organizations, preferably within a public accounting firm or corporate tax department.
Extensive experience with federal, provincial, and international tax regulations and reporting requirements.
Undergraduate degree.
CPA or equivalent.
Nice to have:
Previous experience in a financial institution or public accounting firm is strongly desired.
Experience with mutual funds as a dealer would be an asset.
Completion of CICA In Depth Tax Course.
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.
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team
Opportunities to do challenging work
Job Skills
Business Performance Management, Investment Banking Analysis, Investment Economics, Investment Management Systems, Investment Performance Measurement, Investment Risk, Investment Risk Management, Market Risk, Operational Risks, Performance Management (PM), Quality Management, Risk Management, Standard Operating Procedure (SOP)Additional Job Details
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Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Inclusion and Equal Opportunity Employment
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.
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RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.