Senior Business Consultant, Customer Tax Programs Delivery

23 hours ago

Toronto, Ontario, Canada BMO Financial Group Full-time

Date limite pour présenter sa candidature : 10/08/2026

Adresse : 33 Dundas Street West

Groupe de famille d'emploi : Gestion des activités

Provides subject matter expertise in the design, development, effective integration and implementation of Customer Tax Programs impacting Personal & Business Banking (P&BB) (e.g., programs impacting multiple product lines, multiple LOBs, enterprise) to ensure adherence to regulatory requirements on time and efficiently. Supports management & execution by integrating across all impacted stakeholders (business, technology, Legal, Risk & Compliance, first, second- and third-line functions, corporate area, etc.) to coordinate, collaborate and manage risk to successfully deliver against deadlines. Oversees the execution of project components by ensuring that solutions reflect regulatory requirements, current business strategy and supports the desired customer/employee experience. Drives to mitigate execution risk though deep understanding of business/group challenges and facilitating communication with program/project managers and stakeholders efficiently and effectively to ensure seamless delivery.

Advisory

  • Provide strategic input to solutions and makes recommendations based on an understanding of:
  • Relevant regulations and policies pertaining to FATCA/CRS Requirements the Income Tax Act (Parts XVIII / XIX), Intergovernmental Agreements (IGAs), CRA Guidance on the Common Reporting Standard
  • Sections of the Income Tax Act pertaining to issuance of tax slips (Part II - Information Returns) and associated CRA Guidance
  • Acts as a trusted advisor to assigned business/group
  • Develops an understanding of business/group challenges
  • Integrates across multiple, various business units, LOBs, etc. to orchestrate and effectively deliver Customer Tax programs/projects
  • Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve ideas or risks that jeopardize delivery

Strategy / Strategic Initiatives

  • Provides guidance ensuring regulatory requirements and program objectives are achieved and effectively integrated across P&BB
  • Influences and negotiates to achieve project objectives
  • Assists in the development of strategic plans
  • Identifies emerging issues and trends to inform decision-making

Relationship Management

  • May network with industry contacts to gather and identify competitive insights and best practices.

Data/Analytics

  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations
  • Monitors and tracks performance, and addresses any issues

Comms/Change Management

  • Supports and partners with change management lead of varying scope and type to ensure success of delivery

Operational Management

  • Understands project interdependencies and demonstrates critical thinking that proactively identifies project risks and establishes effective risk mitigation from the outset
  • Gathers and formats data into regular and ad-hoc reports, and dashboards
  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting
  • Provides input into the planning and implementation of operational programs

Qualifications

  • 5+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Possesses a deep understanding of and problem-solving ability for issues within the business/group.
  • Knowledge of business analysis, project delivery practices and standards across the project lifecycle - In-depth.
  • Stakeholder Management - In depth
  • Able to navigate challenging situations effectively - In depth
  • Able to resolve project roadblocks/risks effectively and raise to leadership for decisioning when required - In depth
  • Verbal & written communication skills - In depth
  • Influence skills - In depth
  • Collaboration & team skills; with a focus on cross-group collaboration - In depth
  • Able to manage ambiguity - In depth
  • Data driven decision making - In depth

Salaire :

$70,000.00 - $150,000.00

Type de rémunération :

Salaire

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 l