Senior Tax Specialist

Date limite pour présenter sa candidature :

Adresse :

Groupe de famille d'emploi :

Responsible for fulfilling routine and non-routine tax reporting activities, internal business partner and/or external customer inquiries/requests, and or audit/reconciliation activities and solve more complex issues efficiently and effectively in accordance with Bank and Industry standards, focusing on up to a three month horizon for Nesbitt Burns, InvestorLine and Private Banking lines of business. Follow procedures to resolve internal business partner and/or external customer inquiries/requests and issues. Act as a subject matter expert to the team. Recommend/implement process improvements. Act as point of approval/resolution of escalated issues for more junior staff, where applicable.

KEY AREAS OF ACCOUNTABILITY

Product & Process Risk & Control Business Performance Management

ACCOUNTABILITIES

A. Product & Process

• Process and/or fulfill tax reporting activities, perform audit/ reconciliation activities and/or other activities in accordance with established priorities and deadlines on a timely, accurate and efficient basis.
• Resolve discrepancies/ exceptions that frequently deal with non-routine situations, requiring further analysis.
• Investigate and may resolve or make recommendations to more senior team members on more complex, non-routine issues relating to internal business partner and/or external customer inquiries or requests, business process efficiency and quality control within existing procedures.
• May resolve escalated work or issues from more junior staff, where applicable.
• Enable productive relationships within the line of business (LOB) and other functions through responsiveness and support.
• Proactively work with others (i.e., on own team, shared service centre, other operational areas, or with the internal business partner and/or external customer) to ensure delivery of timely, quality and efficient fulfillment activities.
• Provide advice to internal business partners and peers to support the completion of a process or activity within established procedures.
• Provide input and analysis into the continuous improvement of business processes and procedures within the scope of the work team, and participate in the planning, testing and implementation of projects and new/ revised products/ services or processes.
• Provide on-the-job assistance and training to others, as requested.

B. Risk & Control

• Escalate issues that require resolution by more senior team members, as per guidelines.
• Identify potential risk situations/impact and make recommendations or escalate to the team lead/manager.
• Review transactions and requests for compliance with regulatory and Bank requirements, as required.
• Monitor production logs and schedules to ensure key controls are followed and exceptions are actively pursued; escalate to the team lead/manager as appropriate.
• Provide information for regulatory reporting and audit queries.
• Ensure all appropriate authorizations/ approvals are obtained in accordance with policies and controls.
• Ensure adherence to all aspects of First Principles, Our Code of Business Conduct and Ethics Corporate Policy, as well as all applicable legislation, regulatory rules and requirements, and Bank standards, policies and procedures {P&Ps) for such things as potential conflicts of interest, safeguarding of customer information, trading in securities, anti money laundering, privacy and disclosure of outside business activities.
• Ensure strict confidentiality is maintained for both customer and Bank information to protect the customer and the Bank and to ensure compliance with Bank P&Ps.
• Follow security and safeguarding procedures and apply appropriate due diligence in accordance with Bank policy for the prevention of loss due to such things as fraud or defalcation.

C. Business Performance Management

• Monitor service delivery performance, production processes and quality, providing reports to the team lead/manager for the purpose of optimizing operational effectiveness.
• Deliver exceptional customer service that builds trust through responsive, accurate, consistent, knowledgeable and available services and support.
• Align individual performance goals to team and organizational goals.
• Demonstrate and act on behaviours that are consistent with the “Being BMO" model.

AUTHORITIES

This role has the authority to:

• Troubleshoot/ resolve most problems independently as per Letter of Authority/ authority levels following established guidelines and procedures.
• Maintain appropriate audit trails.
• May problem-solve escalated issues from others, as appropriate.
• Escalate all unresolved processing problems to the appropriate level, as per guidelines, including system, software and hardware failures.
• Prioritize work in accordance with policy and severity of service impact to minimize financial/customer impacts.
• Provide advice in the completion of processes within established guidelines and procedures.
• Ensure receipt of appropriate approvals/ authorizations in accordance with P&Ps and controls.

CROSS-FUNCTIONAL RELATIONSHIPS

Internal:

• Team members
• Other business units re operational and customer service issues, projects, change implementation or system recoveries.
• Interaction with internal support regarding projects, change implementation or system recoveries.
• Lines of Business (InvestorLine, Nesbitt Burns, Private Bank) to provide daily support and assistance.

External:

• Suppliers, vendors and service providers
• Regulatory agencies
• Other financial institutions

SCOPE AND IMPACT

This job has direct or indirect impact on the following:

• Contributes to customer confidence and satisfaction by ensuring transactions and/or audit/reconciliation activities are processed accurately and on a timely basis.
• Contributes to customer retention by ensuring service quality in processing transactions.
• Contributes to Bank financial performance by responding on a timely basis to changing operating conditions to mitigate financial penalties and costs; also ensures an appropriate balance between customer service and costs to minimize loss of revenue or customer dissatisfaction.
• Contributes to the mitigation of reputational risk and financial loss against such things as fraud, defalcation and/or financial penalties by ensuring compliance with Bank P&Ps and regulatory requirements.
• Contributes to the mitigation of costs/ impacts associated with human errors by supporting proper on-the-job training of others.
• High volume and/or high-risk environment with strict timeframes that are time sensitive and subject to large penalties if timelines are missed.

KNOWLEDGE AND SKILLS

Knowledge:

• University degree/college diploma and 5 to 7 years work experience of T3, T5 and T5008 tax reporting.
• Solid knowledge of CRA regulations.
• Intermediate/Advanced knowledge in Microsoft Office, specifically Excel and Access.
• Good knowledge and understanding of the business unit’s key products and services, processes and controls.
• Good understanding of the business unit’s risk and regulatory requirement.
• Good knowledge of departmental systems and applications including Broadridge Processing System, Tax Form Plus and Global Plus is an asset.
• Canadian Securities Course is an asset.

Skills:

• Demonstrate strong analytical, and problem-solving.
• Strong prioritization and organization skills with excellent attention to details.
• Good relationship management skills.
• Excellent written and verbal communication skills.
• Strong investigation skills.
• Ability to multi-task in a fast-paced environment and meet deadlines.

BMO Financial Group thanks all applicants. We advise only those who qualify for an interview will be contacted.

Rémunération et avantages sociaux :

Type de rémunération :

Ce qui précède représente la fourchette et le type de rémunération de BMO Groupe financier.

Les salaires varieront en fonction de facteurs comme l’emplacement, les compétences, l’expérience, les études et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes à temps partiel seront calculés au prorata du nombre d’heures travaillées régulièrement. Pour les rôles à commission, le salaire susmentionné représente la cible de BMO Groupe financier pour la première année au poste.

La rémunération totale offerte par BMO variera selon le type de rémunération associé au poste et peut comprendre des primes de rendement, des primes discrétionnaires ainsi que d’autres avantages et récompenses. BMO offre également une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d’épargne-retraite. Pour en savoir plus sur nos avantages sociaux, consultez le site : https://jobs.bmo.com/ca/fr/R%C3%A9mun%C3%A9ration-globale

Ici, pour vous.

À BMO, nous sommes animés par une raison d’être commune : Avoir le cran de faire une différence dans la vie, comme en affaires. Cette raison d’être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens. En travaillant ensemble, en innovant et en repoussant les limites, nous transformons des vies et des entreprises et favorisons la croissance économique partout dans le monde.

En tant que membre de l'équipe de BMO, vous êtes valorisé, respecté et entendu, et vous avez plus de moyens pour progresser et obtenir des résultats. Nous nous efforçons de vous aider à obtenir des résultats dès le premier jour, pour vous-même et nos clients. Nous vous offrirons les outils et les ressources dont vous avez besoin pour franchir de nouvelles étapes, car vous aidez nos clients à franchir les leurs. Au moyen de formation et de coaching approfondis ainsi que de soutien de la direction et d'occasions de réseautage, nous vous aiderons à acquérir une expérience enrichissante et à élargir votre groupe de compétences.

Pour en savoir plus, visitez-nous à l'adresse https://jobs.bmo.com/ca/fr.

BMO s'engage à offrir un milieu de travail inclusif, équitable et accessible. Nous apprenons de nos différences et tirons notre force des gens et de leurs différents points de vue. Des mesures d’adaptation sont disponibles sur demande pour les candidats qui participent à tous les aspects du processus de sélection. Pour demander des mesures d’adaptation, veuillez communiquer avec votre recruteur.

Remarque aux recruteurs : BMO n’accepte pas les curriculum vitæ non sollicités provenant de toute source autre que le candidat directement. Tout curriculum vitæ non sollicité envoyé à BMO, directement ou indirectement, sera considéré comme la propriété de BMO. BMO ne paiera aucuns frais pour les placements découlant de la réception d’un curriculum vitæ non sollicité. Une agence de recrutement doit d’abord détenir une entente de service écrite valide et dûment signée avant d’envoyer des curriculum vitæ.