Indirect Tax Manager

Application Deadline:

05/29/2025

Address:

320 S Canal Street

Job Family Group:

Finance & Accounting

The Indirect Tax Manager plays a key role in 50 state sales and property tax research, planning, and management for three BMO Commercial Bank equipment finance divisions: BMO Equipment Finance, BMO Transportation Finance, and BMO Vendor Finance.   The Manager will have deep knowledge of multistate tax research and issue management as well as experience with equipment leasing and finance.  The Indirect Tax Manager actively manages tax research and process improvement with a focus on automation and simplification of day-to-day indirect tax processes.  The Manager supports the Sales and Property Tax leaders as needed with compliance, audits, and special project as needed.

BASIC QUALIFICATIONS:

• Bachelors degree in accounting, finance or related field
• JD or MST
• 5+ years sales tax experience
• Personal property tax experience preferred
• Strong writing and multistate tax research skills
• Equipment leasing experience

ADDITIONAL QUALIFICATIONS:

Experience with Vertex sales tax software integration and management preferred

Position will be located in Milwaukee, Wisconsin; Chicago, Illinois; or Irving, Texas with hybrid or remote potential for extremely well-qualified candidates.

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.

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. 
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. 
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. 
• Acts as a trusted advisor to assigned business/group.
• Influences and negotiates to achieve business objectives.
• Recommends and implements solutions based on analysis of issues and implications for the business.
• Assists in the development of strategic plans.
• Identifies emerging issues and trends to inform decision-making.
• 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.
• Oversees and supports the tax provision, compliance and tax return processes and related accounting activities / supporting documentation.
• Manages audits; prepares responses to queries about the Bank’s position on resolving issues and proposed adjustments received from tax authorities.
• 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 pr