Application Deadline10/08/2026Address33 Dundas Street WestJob Family GroupBusiness ManagementProvides subject matter expertise in the design, development, effective integration and implementation of Customer Tax Programs impacting Personal & Business Banking (P&BB) (e.G., programs impacting multiple products lines, multiple LOBs, enterprise) to ensure adherence to regulatory requirements on time and efficiently.Supports management & execution by integrating across all impacted stakeholders (business, technology, Legal, Risk & Compliance, first, second- and third-line functions, corporate area, etc.) to coordinate, collaborate and manage risk to successfully deliver against deadlines. Oversees the execution of project components by ensuring that solutions reflect regulatory requirements, current business strategy and supports the desired customer/employee experience.Drives to mitigate execution risk though deep understanding of business/group challenges and facilitating communication with program/project managers and stakeholders efficiently and effectively to ensure seamless delivery.Integrate and coordinateregulatory change from a business perspective,across the enterprise for P&BB.Drive against project milestones to ensure regulatory requirements on time; on raising risks to leadership when necessaryConsult with Legal, Risk, & Compliance to determineregulatory applicability to BMO's businesses.Opine on thedesign and developmentof asolution and control function; owned by first line ofdefense.Ensure robustMonitoring and Controls are designed and developedwithin the project to ensuresuccessful transition to BAU andenabling BMO's ongoing management of associated risks; owned by first line ofdefense.AdvisoryProvide strategic input to solutions and makes recommendations based on an understanding of:Relevant regulations and policies pertaining to FATCA/CRS Requirements the Income Tax Act (Parts XVIII / XIX), Intergovernmental Agreements (IGAs), CRA Guidance on the Common Reporting StandardSections of the Income Tax Act pertaining to issuance of tax slips (Part II – Information Returns) and associated CRA GuidanceActs as a trusted advisor to assigned business/groupDevelops an understanding of business/group challengesIntegrates across multiple, various business units, LOBs, etc. to orchestrate and effectively deliver Customer Tax programs/projectsIdentifies enablers and key issues prior to and during implementation,
raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize deliveryStrategy / Strategic InitiativesProvides guidance ensuring regulatory requirements and program objectives are achieved and effectively integrated across P&BBInfluences and negotiates to achieve project objectivesAssists in the development of strategic plansIdentifies emerging issues and trends to inform decision-makingRelationship ManagementMay network with industry contacts to gather and identify competitive insights and best practices.Data/AnalyticsBreaks down strategic problems, and analyses data and information to provide insights and recommendationsMonitors and tracks performance, and addresses any issuesComms/Change ManagementSupports and partners with change management lead of varying scope and type to ensure success of deliveryOperational ManagementUnderstands project interdependencies and demonstrates critical thinking that proactively identifies project risks and establishes effective risk mitigation from the outsetGathers and formats data into regular and ad-hoc reports, and dashboardsIntegrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reportingProvides input into the planning and implementation of operational programsQualifications5+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.Possesses a deep understanding of and problem-solving ability for issues within the business/group.Knowledge of business analysis, project delivery practices and standards across the project lifecycle - In-depth.Stakeholder Management – In depthAble to navigate challenging situations effectively – In depthAble to resolve project roadblocks/risks effectively and raise to leadership for decisioning when required – In depthVerbal & written communication skills - In depthInfluence skills - In depthCollaboration & team skills; with a focus on cross-group collaboration - In depthAble to manage ambiguity - In depthData driven decision making - In depthSalary** :
**$70,000.00 - $150,000.00Pay Type:SalariedThe 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 perks, please visit:https://jobs.Bmo.Com/global/en/Total-RewardsAbout UsAt 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 https://jobs.Bmo.Com/ca/en.BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.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.
📌 Senior Business Consultant, Customer Tax Programs Delivery (Toronto)
🏢 BMO
📍 Toronto