Fiduciary Tax Administrator

Responsibilities

• Manage trust and estate tax law workflows, including the preparation and review of trust income tax returns (Forms 1041, 990, 5227, and 1099)
• Coordinate fiduciary tax tasks, processes, and team workflows across high volumes
• Manage and maintain assigned accounts to ensure timely and accurate tax reporting
• Respond to tax notices and work directly with tax authorities and vendors
• Mitigate client, administrator, and internal inquiries while supporting trust and investment teams
• Provide tax training across the organization as required
• Lead project management for special client and organizational projects

Requirements

• Accounting degree (CPA or EA preferred, or currently in progress)
• 3+ years of general tax experience or 2+ years of specific trust tax experience
• Proficiency in OneSource Trust Tax software
• Advanced Excel and data skills for managing large datasets, including functions and interactive worksheets
• Understanding of trust accounting income/principal concepts (SWP/SEI)
• Experience with tax research software and capital changes

Preferred Qualifications

• Experience with Access database and Power BI
• Background in Trust, Estate, IRA, and GST taxation

Benefits

• Competitive salary range
• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans
• Performance-based incentives and discretionary bonuses

About the Company

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management, and investment services to more than 12 million customers across Canada, the United States, and globally.