Manager- Policy Holder Tax & Reconciliation

Job Description

What is the opportunity? As the Manager of the Policyholder Tax and Reconciliation team, you will be responsible for regulatory compliance with the taxation of our life insurance and deferred annuity products for our business processes, procedures, and system functionality for tax reporting. You will oversee the accounts receivables for the Life & Health Insurance division by playing a critical role in mitigating financial risk through daily and month end reconciliation and journal entry processing functions.

Manage the administration of RBCI’s year-end tax reporting as part of the Year End Tax Project each year, ensuring compliance with tax legislation.

Your role

will require you to review and sign-off each of the tax jobs for printing of tax slips and submission of XML files to Canada Revenue Agency and Revenue Quebec. Complete the Reporting Common Reporting Standard (CRS) and Foreign Account Tax Compliance Act (FATCA) policyholders to CRA and various AML functions. You will have a team of 6 Tax Analysts and Reconciliation Specialists reporting to you, and you will have

the opportunity

to develop others while providing opportunities for continuous learning, collaboration with a variety of teams and building effective, strong work relationships. What will you do? Promote and maintain positive relationships with clients, regulators and business partners, including the handling and resolving of complex tax inquiries, reconciliation and finance inquiries and any escalations.

skills

and building knowledge both in their role and in preparation for future career opportunities Assurance of financial integrity through effective oversight of any premium reconciliation processes, approvals as per DOA while meeting any FSS deadlines Build key relationships with bank contacts, internal departments and our vendors as well as FSS and Finance business specialists for all reconciliations and audit activities and assist partners to resolve unique and complex account analysis.

Identify potentially high-risk clients and ensure Enhanced Due Diligence is conducted by the AML High Risk Client Team to inform and document the client’s AML risk rating.

requirements

are met for existing clients in accordance with AML regulations, including identifying new risk factors or changes to a client’s AML risk rating. Manage administrative and confidential documents for integrity, accuracy, consistency and decision-making, in accordance with Legal and Compliance Department standards and ensure procedures (SOPs) are documented, up to date and maintained per RBCI’s approved PPL

requirements

Support Auditors (internal and external) with any audit reviews for Life & Health business Leading, coaching, enabling, and developing a team to achieve personal and team success and to drive continuous improvements and high employee engagement scores What do you need to succeed?

Experience

working on year-end tax reporting for production of client tax slips and submission of XML files to Canada Revenue Agency and Revenue Quebec

Experience

with overseeing reconciliation of corporate bank accounts People management

experience

including developing and coaching, ability to motivate and unlock potential of our people Strong problem solving and analytical capabilities Excellent communication

skills

(written and verbal) Nice to have Bilingual in French and English, written and spoken What’s in it for you? Whether it’s developing new skills, opportunities to innovate and grow, modern and comprehensive benefits, or the flexibility to enjoy the moments that matter, at RBC you have everything you need at your fingertips to build your career and life.

experience

and want you to bring your whole self to work, every day. Leaders who are invested in your success and provide opportunities to learn, to grow and to try new things. Develop new skills, sharpen existing ones and explore paths you never knew existed with a host of learning programs and tools designed to support you in every phase of your career.

Flexible work arrangements and leaders who support your needs—both personal and professional. An opportunity to have real impact on the lives of our clients and the communities you serve.

Skills

Active Learning, Adaptability, Communication, Cross-Team Collaboration, Customer Service, Decision Making, Finance, Financial Reports, Group Problem Solving, Insurance, Interpersonal Relationship Management, Operational Delivery, People Management, Product Services, Tax Compliance, Taxes, Tax Reporting, Time Management Additional Job Details Address: MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA City: Mississauga Country: Canada Work hours/week: 37.

5 Employment Type: Full time Platform: INSURANCE Job Type: Regular Pay Type: Salaried Posted Date: 2026-06-11 Application Deadline: 2026-07-24 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range The expected pay range for this position is: $67,000. 00 - $110,000. 00 The pay range provided is for the primary work location referenced in the Additional Job Details section of this job posting.

Pay ranges may differ based on location.

the role

and the relevant pay rage for the additional locations listed. RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable. You have the potential to earn RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided that business meets its performance targets and you meet your individual goals.

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. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs. rbc.

com. 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. Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 84,000+ employees who bring our vision, values and strategy to life so we can help our clients thrive and communities prosper.

As Canada’s biggest bank, and one of the largest in the world based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to more than 16 million clients in Canada, the U. S. and 34 other countries.

Learn more at rbc. com. ‎ We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities.

See how at rbc. com/community-social-impact.