Policyholder Tax Operations Manager at BMO

Drive tax reporting and regulatory compliance efforts as a Manager e charge of operational leadership and foster key relationships within the regulatory landscape.

As the Manager of Policy Holder Tax & Regulatory Operations, you will supervise the full operational cycle, ensuring adherence to CRA regulations and FATCA/CRS compliance. Collaborate with diverse teams and external partners to facilitate timely tax reporting and address audit inquiries, enhancing operational processes within the organization.

Key Responsibilities:

• Lead operational leadership for tax reporting processes

• Manage compliance for FATCA, CRS, and unclaimed property

• Act as the main CRA operations contact

• Represent BMO in regulatory interactions and audits

• Oversee continuous improvement initiatives and process management

Requirements:

• 5+ years in banking or financial operations

• Expertise in tax regulatory frameworks

• Strong organizational skills and capacity planning

• Proficient in managing vendor and stakeholder relationships

• Understand financial institution regulatory environments

Enhance tax compliance operations while leading a performance-driven team at BMO.
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