Manager, Customer Tax Programs

BMO Financial • toronto, toronto, Canada • Posted May 24, 2026

Location toronto, toronto
Job Type Full-time
Category Other
Posted May 24, 2026
Application Deadline:
06/11/2026
Address:
33 Dundas Street West
Job Family Group:
Business Management
Supports 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 strong 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.
  • 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 t...

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