BMO · 1 week ago
Trust Tax Consultant
Milwaukee, WI, USA
Full-time
Onsite
Mid, Senior Level
$67K/yr - $124K/yr
5+ years expBMO is a financial institution that is committed to creating lasting, positive change for customers, communities, and employees. The Trust Tax Consultant will provide tax planning and advice as part of a comprehensive wealth management solution, ensuring an exceptional client experience while collaborating with various stakeholders.
BankingCrowdfundingFinanceFinancial Services
Responsibilities
Identifies opportunities to grow existing relationships and develop new business
Participates in advisory committees for tax planning and related wealth management
Assists in the development of strategic plans
Identifies emerging issues and trends to inform decision-making
Provides insight and shares expertise with team members for taxation concepts and other complex wealth services offerings
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders
Designs and produces regular and ad-hoc reports, and dashboards
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives
Provides input into the planning and implementation of operational programs
Leads/participates in the design, implementation and management of core business/group processes
Develops and manages a business/group program
Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences
Provides proactive, integrated, and customized tax planning strategies to help clients achieve financial and personal goals
Communicate effectively with sales management and sales force to keep them informed of tax planning trends, developments and changing regulations
Coaches and advises others on the client specific situations, sharing technical knowledge
Develops rapport and instills confidence with the client to develop credibility and earn their trust as a member of the client strategy team
Builds effective relationships with internal/external stakeholders
Ensures alignment between stakeholders
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements
Identifies and recommends ways to enhance the client experience
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
Qualification
Required
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
In-depth knowledge of Tax Planning and Legal processes and procedures
In-depth knowledge of Tax issues, Trust Accounting and Investment Management
In-depth knowledge of tax requirements including estate planning techniques, relevant tax regulations
Deep knowledge and technical proficiency gained through extensive education and business experience
Verbal & written communication skills - In-depth
Collaboration & team skills - In-depth
Analytical and problem solving skills - In-depth
Influence skills - In-depth
Data driven decision making - In-depth
Preferred
Bachelor's degree in Finance or related field preferred
Benefits
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Company
BMO
We’re a bank, but there’s more to it than that. When you join BMO, it opens a world of opportunities.
10001+ employees
H1B Sponsorship
BMO has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$7.54B2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M
Leadership Team
David Casper
U.S. Chief Executive Officer
Azam Dawood
Head Of Sourcing
Recent News
MarketScreener
2026-01-06
2025-12-24
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