Senior U.S. Tax Strategy Leader

BMO U.S.; Chicago (IL); On-site; USD 112,200 - 209,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a Senior Manager, U.S. Tax Advisory to lead U.S. tax planning and advisory for the BMO Financial Group.

You will provide guidance on domestic and inbound international transactions, collaborating with the U.S. Tax Team to ensure accurate tax reporting and compliance. Requires CPA and 8+ years of corporate tax experience, strong analytical and communication skills, and ability to manage relationships with business lines.

Qualifications

• CPA with relevant experience in corporate tax and advisory.
• Experience with inbound international structures preferred.
• Strong analytical thinking and business financial analysis skills.
• Excellent written, verbal, and presentation skills.

Responsibilities

• Provide U.S. tax planning, advisory and compliance guidance for BMOFG projects.
• Advise on domestic and inbound international transactions and tax impacts.
• Collaborate with U.S. Tax Team to reflect advice in tax returns and tax provision.
• Assist with tax filing support and project work.
• Foster continuous improvement and best practices in U.S. tax advisory.

Skills

8+ years tax experience

CPA designation

Strong analytical thinking

Strong communication skills

Leadership/strategic thinking

Ability to use AI tools

Education

Masters' Degree in Accounting or Taxation or JD preferred

CPA credential

Tools

Power BI

Microsoft Office

Job description

BMO Financial Group seeks a Senior Manager, U.S. Tax Advisory to lead U.S. tax planning and advisory for the BMO Financial Group.

You will provide guidance on domestic and inbound international transactions, collaborating with the U.S. Tax Team to ensure accurate tax reporting and compliance. Requires CPA and 8+ years of corporate tax experience, strong analytical and communication skills, and ability to manage relationships with business lines.