Senior Manager, U.S. Tax Advisory
Core
Provides U.S. tax planning, advisory, and compliance guidance for internal projects and initiatives within BMO Financial Group, focusing on domestic and inbound international transactions.
Role type
Senior Manager, U.S. Tax Advisory (Internal Corporate Tax)
Builds
U.S. tax strategies and compliance frameworks for BMO Financial Group's U.S. Lines of Business
Domain
Financial Services / Corporate Tax
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
U.S. corporate tax expertise, tax research, financial statement impact analysis, tax provision reporting, risk assessment, project management, external advisor management
Preferred skills
Inbound international structures experience, data visualization (Power BI), AI model utilization
Technologies
RIA Checkpoint, Bloomberg Tax, MS Office Suite (Excel, Word, Outlook, Copilot), Power BI
Responsibilities
Develop and manage relationships with U.S. Lines of Business to identify and implement tax strategies; Perform tax research on current and proposed U.S. federal and state income tax laws; Review, prepare, and present formal and informal reports to support tax objectives; Monitor compliance with policies and controls to identify and mitigate tax risks; Oversee and prioritize multiple tax workstreams; Coordinate with the Canada Tax Team on cross-border projects
Seniority
Senior Manager, strategic leadership and team oversight