Fiduciary Tax Administrator

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The Fiduciary Tax Administrator is responsible for trust and estate tax law including managing workflows and preparing and reviewing trust income tax returns (Forms 1 and 1099). The role requires understanding asset income taxability strong written and verbal communication with nontax professionals a commitment to exceptional internal and external client service and the ability to multitask and manage tax volume under competing priorities.

Key Accountabilities:

• Coordinate fiduciary tax tasks processes and team workflows across volume
• Ability specialized specific tax law areas
• Trust estate IRAs & GST taxation background
• 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

Salary:

Pay Type:

The above represents BMO Financial Groups pay range and type.

Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.

BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit: Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries 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. Well 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 well help you gain valuable experience and broaden your skillset.

To find out more visit us at is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race religion color national origin sex (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression transgender status sexual stereotypes age status as a protected veteran status as an individual with a disability or any other legally protected characteristics. We also consider applicants with criminal histories consistent with applicable federal state and local law.

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 and let us know the nature of your request and your contact information.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.