Job Information
BMO Financial Group Sr Tax Analyst in San Ramon, California
Supports the tax accounting, provisioning, tax compliance, audits and governance for BMOFG and its businesses. Applies knowledge and research of the relevant tax legislation and guidelines that can impact the business reporting and compliance. Develops tax related technical and accounting solutions and tax reporting advice.
Assist in preparation of Federal consolidated and State combined and separate returns (including preparation of work papers and supporting documents).
Assist in preparation of monthly tax provision, year-end tax footnote and supporting work papers. Assist with the shareholder quarterly reporting package.
Prepare Federal, Combined, and Separate quarterly tax estimates and extensions (including work papers, intercompany journal entries, and EFT transmissions).
Assists with Sarbanes Oxley 404 compliance and CCAR reporting.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Helps determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Acts as a resource for team members with less experience.
Provides input into the planning and implementation of tax accounting, reporting & compliance programs / processes e.g. tax provisioning, return filings, payments and audits.
Supports the maintenance of the database / records management of all required filings and other tax compliance activities including audit responses; designs and produces regular and ad-hoc tracking reports to help ensure timely compliance.
Researches and identifies position statements on current and proposed tax related issues, programs, initiative or legislation for the business/group/enterprise.
Analyzes data and information to provide taxation insights and recommendations related to returns, re-assessments, objections etc.
Collaborates with internal and external stakeholders in order to collect and provide tax information for related accounting entries; support tax provision; compliance; audits, etc.
Builds effective relationships with internal/external stakeholders.
Acts as liaison between stakeholders in order to align agendas and ensure a clear understanding of the business context.
Monitors compliance with tax policies, procedures and controls to ensure completeness and accuracy of financial information.
Executes work to deliver timely, accurate, and efficient service e.g. prepares / supports preparation of accounting entries, reconciliations, reporting packages and financial statements for tax provisions, payments and returns.
Provides no tax advice directly or indirectly to particular customers or employees of BMOFG.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed. Qualifications:
Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Accounting designation required.
Working knowledge in the application of corporate taxes for the assigned jurisdiction(s) / portfolio.
Working knowledge in the application of tax accounting concepts.
Working knowledge of specialized tax return software.
Technical proficiency gained through education and/or 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.
Compensation and Benefits:
$61,600.00 - $114,400.00
Pay Type:
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
We’re here to help
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.