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Fiduciary Tax Administrator

Company

BMO Financial Group

Location

Chicago, IL

Posted

July 11, 2026

Position Overview

The Fiduciary Tax Administrator is responsible for trust and estate tax law, including managing workflows and preparing and reviewing trust income tax returns (Forms **1041, 990, 5227, and 1099** ). The role requires understanding asset income taxability, strong written and verbal communication with non‑tax professionals, a commitment to exceptional internal and external client service, and the ability to multitask and manage tax volume under competing priorities.

Key Accountabilities:

+ Coordinate fiduciary tax tasks, processes, and team workflows across volume
+ Ability specialized specific tax law areas
+ Trust, estate , IRAs, & GST taxation background
+ Project management for special client and organizational projects
+ Review account documents for assigned accounts
+ Manage and maintain assigned accounts for timely, accurate tax reporting
+ Mitigate client, administrator, and internal inquiries, support trust, and investment teams
+ Respond ...

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