Application Deadline:

02/27/2025

Address:

2527 Camino Ramon

Job Family Group:

Finance & Accounting

Supports the tax accounting, provisioning, tax compliance, audits, and governance for BMOFG and its businesses. Applies knowledge and research of the relevant tax legislation and guidelines that can impact business reporting and compliance. Develops tax-related technical and accounting solutions and tax reporting advice.

Responsibilities:

Fosters a culture aligned to BMO purpose, values, and strategy and role models BMO values and behaviors in all that they do.Ensures alignment between values and behavior that fosters diversity and inclusion.Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent.Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Acts as a trusted advisor to assigned business/group.Influences and negotiates to achieve business objectives.Recommends and implements solutions based on analysis of issues and implications for the business.Assists in the development of strategic plans.Identifies emerging issues and trends to inform decision-making.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Helps determine business priorities and best sequence for execution of business/group strategy.Conducts independent analysis and assessment to resolve strategic issues.Oversees and supports the tax provision, compliance, and tax return processes and related accounting activities / supporting documentation.Manage the preparation, review, and timely filing of consolidated/combined/separate income tax returns, including tax credit calculations, state apportionment schedules, tax payments, tax extensions, and attachments to the returns.Manages audits; prepares responses to queries about the Bank’s position on resolving issues and proposed adjustments received from tax authorities.Provides input into the planning and implementation of tax accounting, reporting & compliance programs/processes e.g. tax provisioning, return filings, payments, and audits.Prepare and manage the annual and quarterly ASC 740 process and any related footnote disclosures. Performs tax accounting for tax accruals and prepares tax reconciliations.Supports the maintenance of the database/records management of all required filings and other tax compliance activities including audit responses; designs and produces regular and ad-hoc tracking reports to help ensure timely compliance.Researches and identifies position statements on current and proposed tax-related issues, programs, initiatives, or legislation for the business/group/enterprise.Analyzes data and information to provide taxation insights and recommendations related to returns, re-assessments, objections, etc.Collaborates with internal and external stakeholders in order to collect and provide tax information for related accounting entries; support tax provision; compliance; audits, etc.Builds effective relationships with internal/external stakeholders.Acts as liaison between stakeholders in order to align agendas and ensure a clear understanding of the business context.Monitors compliance with tax policies, procedures, and controls to ensure completeness and accuracy of financial information.Executes work to deliver timely, accurate, and efficient service e.g. prepares/supports the preparation of accounting entries, reconciliations, reporting packages, and financial statements for tax provisions, payments, and returns.Provides no tax advice directly or indirectly to particular customers or employees of BMOFG.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Provides specialized consulting, analytical, and technical support.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently and regularly handles non-routine situations.Broader work or accountabilities may be assigned as needed.

Qualifications:

Typically between 7 to 10 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.Accounting designation required (CPA).Working knowledge in the application of corporate taxes for the assigned jurisdiction(s) / portfolio.Working knowledge in the application of tax accounting concepts.Must have experience with Income Tax.Working knowledge of ASC 740, FIN 48, and IFRS.Experience with SOX 404 compliance.Working knowledge of specialized tax return software.Deep knowledge and technical proficiency gained through extensive education and business experience.Verbal & written communication skills - In-depth.Collaboration & team skills - In-depth.Analytical and problem-solving skills - In-depth.Influence skills - In-depth.Data-driven decision making - In-depth.

Salary:

$79,800.00 - $148,000.00

Pay Type:

Salaried

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: https://jobs.bmo.com/global/en/Total-Rewards

About 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.  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.

To find out more visit us at http://jobs.bmo.com/us/en

BMO 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 BMOCareers.Support@bmo.com 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.