Fiduciary Tax Administrator

The Fiduciary Tax Administrator is responsible for trust and estate tax law, 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, exceptional client service, and multitasking under competing priorities.

• Coordinate fiduciary tax tasks, processes, and team workflows across volume
• Apply specialized knowledge in specific tax law areas
• Leverage background in trust, estate, IRAs, & GST taxation
• Manage project work for special client and organizational projects
• Review account documents for assigned accounts
• Maintain assigned accounts for timely, accurate tax reporting
• Address 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 the organization as required

Knowledge and skills necessary for success in this role include:

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

Salary: $66,600.00 – $ (Salaried)

The salary range reflects BMO Financial Group’s pay scale and may vary based on location, skills, and experience. Additional compensation components may include performance-based incentives and discretionary bonuses.

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, please contact:  with the nature of your request and your contact information.