The Fiduciary Tax Administrator is responsible for managing workflows and preparing trust income tax returns including Forms 1041, 990, 5227, and 1099
Job Summary
The Fiduciary Tax Administrator is responsible for managing workflows and preparing trust income tax returns including Forms 1041, 990, 5227, and 1099.
BMO Financial Group offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.
The role requires strong communication skills to interact with non-tax professionals while mitigating inquiries from clients and internal teams.
Matching Summary
The Fiduciary Tax Administrator is responsible for managing workflows and preparing trust income tax returns including Forms 1041, 990, 5227, and 1099.
Salary
Base: $66,600.00 - $124,200.00; Bonus/Equity: Performance-based incentives and discretionary bonuses possible; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Trust and estate tax law knowledge
Forms 1041 990 5227 1099 preparation
Asset income taxability understanding
Strong written and verbal communication
OneSource Trust Tax software proficiency
Nice-to-have
Advanced Excel data management skills
Access database and Power BI experience
Capital changes and SWP/SEI concepts
Tax research software experience
Commitment to exceptional client service
Key Requirements
Accounting degree required
3+ years tax experience or 2+ trust tax experience