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Policyholder Tax Operations Manager at BMO
Bank of Montreal
π
toronto, Canada
Location
toronto
Posted
July 09, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
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...
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...