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Policyholder Tax Operations Manager at BMO

🏒
Bank of Montreal
πŸ“ toronto, Canada
πŸ“
Location toronto
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Posted July 09, 2026
πŸš—
Commute Local Area
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Job Description

Drive tax reporting and regulatory compliance efforts as a Manager at BMO. Take charge of operational leadership and foster key relationships within the regulatory landscape.

As the Manager of Policy Holder Tax & Regulatory Operations, you will supervise the full operational cycle, ensuring adherence to CRA regulations and FATCA/CRS compliance. Collaborate with diverse teams and external partners to facilitate timely tax reporting and address audit inquiries, enhancing operational processes within the organization.

Key Responsibilities:
β€’ Lead operational leadership for tax reporting processes
β€’ Manage compliance for FATCA, CRS, and unclaimed property
β€’ Act as the main CRA operations contact
β€’ Represent BMO in regulatory interactions and audits
β€’ Oversee continuous improvement initiatives and process management

Requirements:
β€’ 5+ years in banking or financial operations
β€’ Expertise in tax regulatory framew...

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πŸ“ Location Details

πŸŒ†
City
toronto
πŸ—ΊοΈ
Country
Canada
πŸš—
Commute
Local Area

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