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Indirect Tax Manager manages all day-to-day compliance and customer service for BMO US Commercial Bank equipment finance lines of business. The Manager manages third party sales tax compliance engagements and special projects as needed. The Indirect Tax Manager is also responsible for multistate sales tax research and business advice on complex leasing transactions. The manager will assist with management of sales & use tax audits. The incumbent will oversee execution of tax process improvements and technology enhancements, to ensure efficient and transparent compliance with applicable sales/use and property tax laws

+ 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.

+ Acts as a trusted advisor to assigned business/group.

+ Influences and negotiates to achieve business objectives.

+ Recommends and implements solutions based on analysis of issues and implications for the business.

+ Assists in the development of strategic plans.

+ Identifies emerging issues and trends to inform decision-making.

+ Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

+ Helps determine business priorities and best sequence for execution of business/group strategy.

+ Conducts independent analysis and assessment to resolve strategic issues.

+ Oversees and supports the tax provision, compliance and tax return processes and related accounting activities / supporting documentation.

+ Manages audits; prepares responses to queries about the Bank’s position on resolving issues and proposed adjustments received from tax authorities.

+ Provides input into the planning and implementation of tax accounting, reporting & compliance programs / processes e.g. tax provisioning, return filings, payments and audits.

+ Supports the maintenance of the database / records management of all required filings and other tax compliance activities including audit responses; designs and produces regular and ad-hoc tracking reports to help ensure timely compliance.

+ Researches and identifies position statements on current and proposed tax related issues, programs, initiative or legislation for the business/group/enterprise.

+ Analyzes data and information to provide taxation insights and recommendations related to returns, re-assessments, objections etc.

+ Collaborates with internal and external stakeholders in order to collect and provide tax information for related accounting entries; support tax provision; compliance; audits, etc.

+ Builds effective relationships with internal/external stakeholders.

+ Acts as liaison between stakeholders in order to align agendas and ensure a clear understanding of the business context.

+ Monitors compliance with tax policies, procedures and controls to ensure completeness and accuracy of financial information.

+ Executes work to deliver timely, accurate, and efficient service e.g. prepares / supports preparation of accounting entries, reconciliations, reporting packages and financial statements for tax provisions, payments and returns.

+ Provides no tax advice directly or indirectly to particular customers or employees of BMOFG.

+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

+ Provides specialized consulting, analytical and technical support.

+ Exercises judgment to identify, diagnose, and solve problems within given rules.

+ Works independently and regularly handles non-routine situations.

+ Broader work or accountabilities may be assigned as needed.

BASIC QUALIFICATIONS:

+ Bachelors degree in accounting, finance or related field

+ M.S.T. or J.D. preferred

+ 7+ years experience with U.S. state and local sales and use tax planning and compliance

+ Strong tax research skills

+ Experience with Vertex O sales tax software

ADDITIONAL QUALIFICATIONS:

+ Broad knowledge of equipment leasing

+ Experience managing 3rd party tax service providers

Salary:

$81,400.00 - $151,800.00

Pay Type:

Salaried

The 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 benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At 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/us/en

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.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

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.