Application Deadline:07/17/2026Address:33 Dundas Street WestJob Family Group:Business ManagementSupports the business/group leader in the effective implementation, maintenance and administration of first line of defense (1st LOD) client tax programs (e.
G., FATCA/CRS, Tax Slips, etc.), including overseeing business operations within P&BB; Canada to ensure adherence and efficiency. Contributes to a robust risk management culture through collaboration with other first line employees, and second & third line functions to ensure regulatory requirements around client tax reporting to the CRA and related recordkeeping are met.
Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
Ensures alignment between values and behaviour that fosters diversity and inclusion.
Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on 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 StandardActs as a subject matter expert on sections of the Income Tax Act pertaining to issuance of tax slips (Part II – Information Returns)



and associated CRA GuidanceManages external relationships with vendors that advise on complex matters pertaining to regulatory or legal interpretations of tax regulationsActs as a strategic partner in further evolving the P&BB; Canada FATCA/CRS Governance Program and enhancing governance practices around broader client tax accountabilitiesLiaises with Tax Governance Office in Corporate Finance and with other Operating Groups to coordinate best practices and filing activities pertaining to shared legal entitiesLiaises with partners in Technology and Operations that support the systems, processes, and vendor relationships collectively generating and filing information returns to the CRALeads the Quarterly Tax Risk Committee for Canadian P&BB; and contributes reporting or leadership briefs to other forums, committees, or project steercos.
Leads multiple complex initiatives to implement technology change requests, reporting, monitoring, controls, regulatory change, and annual maintenance in the processes, systems, and data driving core regulatory reporting to the CRA or related mandatory recordkeepingSupports multiple, similar business units with moderate complexity & business transaction risk.
Represents the business/group on Governance/Risk Working Groups/Forums and provides regular updates.
Monitors and advises on management of risk requirements within the defined risk appetite as it relates to key end-to-end client tax processes.




Maintains playbooks or procedure documentation outlining P&BB; processes performed in branches, call centre, or HQ areas.
Monitors industry and legislative developments in collaboration with Tax Governance and external advisors to continuously update programsLeads the execution of annual BAU activities for FATCA/CRS Reporting, Annual Monitoring/Client Reach-outs, and Tax Slip MaintenanceBuild inventory of regulatory requirements governing our end-to-end tax processes and recordkeepingAct as an advisor to other risk teams on what key data risk, transaction processing risk, or other controls they require to ensure integrity in the tax programs.
May network with industry contacts to gain competitive insights and best practices.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
Respond to inquiries from the CRA and support P&BB; and Tax Governance throughout any regulatory examinations performed by the CRAManages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Conducts independent analysis and assessment to resolve strategic issues.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Develop and monitoring key performance indicators, associated reporting, and an escalation process to raise issues where appropriate.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Builds awareness, knowledge

📌 Senior Manager, Customer Tax Specialist (Toronto)
🏢 BMO Financial Group
📍 Toronto