CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
What is the opportunity? The team specializes in assisting Estate & Trust Services Relationship Managers by providing efficient, accurate and quality client service. Key client service elements include preparing an estate asset summary and income tax preparation. The Tax specialist will assist and support Relationship Managers by providing income tax technical support and by preparing Estate income tax returns. Quality, attention to detail and meeting key milestones are paramount. Team play, collaboration and developing inter-personal relationships are important skills for success. Please visit: https://royaltrust.rbcwealthmanagement.com/en/
Please note: This role can be located in either Vancouver or Calgary.
What will you do?
Participates in preparing and reviewing Estate Summaries of Estate assets and liabilities.
Prepares and reviews estate income tax returns (T-1D, T-3)
Acts as income tax resource person for clients and internal partners
Proactively maintains timely written, verbal and electronic communication internally and with external contacts
Identifies, investigates and resolves all inquiries as required, and collaborates with other Team members.
Leverages the use of technology to maximize efficiencies and ensures that all files are appropriately documented.
Exercises due diligence in following procedures relative to RBC policy, and E&T procedures and guidelines.
What do you need to succeed? Must Have
University Degree or equivalent
Accounting designation or equivalent
Canadian Securities Course, or willingness to complete in 1 year
3 - 5 years experience preparing T1 and T3 tax returns
Excellent written/verbal/electronic communication skills
Nice to Have
Estate & trust administration experience
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.
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
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 services
About RBC Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 37 other countries. For more information, please visit rbc.com .
Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request.