Fiduciary Tax Administrator

Job Overview 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 communication with non‑tax professionals, commitment to client service, and the ability to multitask and manage tax volume under competing priorities. Key Accountabilities Coordinate fiduciary tax tasks, processes, and team workflows across volume Specialize in specific tax law areas Background in trust, estate, IRAs, and GST taxation Project manage special client and organizational projects Review account documents for assigned accounts Maintain assigned accounts for timely, accurate tax reporting Mitigate 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 when required Knowledge and Skills Accounting degree; CPA or EA preferred or in progress 3+ years tax experience or 2+ years trust tax experience Advanced Excel and data handling skills for large data sets Access database and Power BI experience (plus) Proficiency in OneSource Trust Tax software Experience with trust accounting income/principal concepts (SWP/SEI) Experience with tax research software and capital changes Compensation Salary: $66,600.00 - $124,200.00 Pay Type: Salaried Equal Employment Opportunity 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. Reasonable Accommodations Requires accommodation for disability? Provide e-mail to View email address on click.appcast.io with the request details. #J-18808-Ljbffr