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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 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:

• 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 Group’s 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 Group’s expected target for the first year in this position.

BMO Financial Group’s 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: