Fiduciary Tax Administrator

BMO U.S.

Fiduciary Tax Administrator responsible for trust and estate tax law at BMO. Managing workflows, tax reporting, and client inquiries on tax-related matters.

Posted 6/17/2026full-timeMilwaukee • Illinois, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $66,600 - $124,200 per yearWebsite

About the role

Key responsibilities & impact

Coordinate fiduciary tax tasks, processes, and team workflows across volume
Ability specialized specific tax law areas
Trust, estate, IRAs, & GST taxation background
Project management for special client and organizational projects
Review account documents for assigned accounts
Manage and 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 organization when required

Requirements

What you’ll need

Accounting degree; (CPA/EA or in progress)
3+ years tax experience or 2+ trust tax experience
Advanced Excel/data skills to manage large data sets, including functions and interactive worksheets
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

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

tax lawfiduciary taxtrust taxationestate taxationIRAs taxationGST taxationproject managementadvanced Exceldata managementtax research

Soft Skills

coordinationcommunicationproblem-solvingtrainingclient supportteam collaborationorganizational skills

Certifications

Accounting degreeCPAEA