Job Description
Elevate investment fund tax reporting as the Lead Tax Specialist at RBC Wealth Management in Toronto. Drive excellence in compliance, oversee deliverables, and mentor analysts within a collaborative environment.
As an Associate Director, you will lead tax reporting strategies for investment fund clients, ensuring compliance and operational excellence. This role requires 2+ years in investment fund tax reporting and 3+ years in fund accounting. You will research regulations, oversee tax deliverables, and be the primary contact for clients with complex tax inquiries.
Key Responsibilities:
• Research and implement changes in tax regulations
• Oversee preparation of T2 and T3 Tax Returns
• Manage vendor partnerships for tax deliverables
• Train fund accountants on distribution theory
• Represent Tax Reporting in client audits and RFPs
Requirements:
• Bachelor's degree in Business or Accounting
• CPA designation or candidate with progress
• Minimum 2+ years ...
As an Associate Director, you will lead tax reporting strategies for investment fund clients, ensuring compliance and operational excellence. This role requires 2+ years in investment fund tax reporting and 3+ years in fund accounting. You will research regulations, oversee tax deliverables, and be the primary contact for clients with complex tax inquiries.
Key Responsibilities:
• Research and implement changes in tax regulations
• Oversee preparation of T2 and T3 Tax Returns
• Manage vendor partnerships for tax deliverables
• Train fund accountants on distribution theory
• Represent Tax Reporting in client audits and RFPs
Requirements:
• Bachelor's degree in Business or Accounting
• CPA designation or candidate with progress
• Minimum 2+ years ...