Fiduciary Tax Administrator

About the role

The Fiduciary Tax Administrator is responsible for trust and estate tax law, including managing workflows and preparing and reviewing trust income tax returns (Forms 1041, 990, 5227, and 1099). The role requires understanding asset income taxability, strong written and verbal communication with non-tax professionals, a commitment to exceptional internal and external client service, and the ability to multitask and manage tax volume under competing priorities.

Key Accountabilities

• Cook up fiduciary tax tasks, processes, and team workflows across volume
• Able to specialize specific tax law areas, particularly trust, estate, IRAs, & GST taxation
• Project management for special client and organizational projects
• Review account documents for assigned accounts
• Manage and maintain assigned accounts for timely, accurate tax reporting
• Mitigate client, administrator, and internal inquiries, support trust, and investment teams
• Respond to tax notices and work directly with tax authorities and vendors
• Provide tax training across organization when required

Knowledge and Skills

• Accounting degree; (CPA/EA or in progress)
• 3+ years tax experience or 2+ trust tax experience
• Advanced Excel/data skills to manage large data sets, including functions and interactive worksheets
• Access database and Power BI experience (plus)
• Proficiency in OneSource Trust Tax software
• Experience with trust accounting income/principal concepts (SWP/SEI)
• Experience with tax research software and capital changes

Pay

Salary: $66,600.00 - $124,200.00
Pay Type: Salaried

About Us

BMO Financial Group’s Purpose is Boldly Grow the Good in business and life. We transform lives and businesses, and power economic growth around the world. As a member of the BMO team, you are valued, respected, and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

Equal Employment Opportunity

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.