Cross Border Tax Planning Consultant (Scottsdale, Arizona)

BMO Scottsdale , AZ 85250

Posted 2 months ago

Accountabilities:

  • Implement and promote the strategy for the delivery of Canada-U.S. Cross-border and International Tax Consulting Services to the Bank's Wealth Management's high and ultra-high net worth client segments.

  • Participate in the development of technical content and lead Wealth Management's educational and training programs for Bank Advisors, specifically relating to Cross-border and International Tax Consulting Services.

  • Provide commentary and awareness on emerging cross-border and international tax planning trends, as well as new relevant legislation, to advisors and their clients through articles and advanced planning solutions.

  • Maintain and develop relationships with external tax and legal professionals and firms and act as liaison to coordinate and refer clients to external professionals. Provide insight and share expertise with team members for taxation concepts and other complex wealth services offerings.

  • Act as a member of a client strategy team to facilitate the desired client experience and to achieve business goals. Provide proactive, integrated, and customized guidance and create and implement wealth planning strategies to help clients achieve financial and personal goals.

  • Partner with all members of Wealth Management to provide a broad-based solutions approach for specific client situations.

  • Consult with clients and their external advisors on complex tax issues. Act as internal subject matter expert spokesperson on cross-border and international taxation both internally and externally to position the Bank as a leader in wealth planning services.

Knowledge:

  • Bachelor's degree or foreign education equivalent in International Tax, Accounting, Finance, or Law and ten (10) years of experience providing tax planning services at an accounting or legal firm, or a financial institution or, alternatively, Master's degree and eight (8) years of experience as noted above.

Skills:

  • Providing complex wealth planning services and advice to high net worth and ultra-high net worth private clients using knowledge of Canadian, U.S. and International tax and legal systems, including guidance with respect to Canadian, U.S. and International tax issues (5 years).

  • Providing guidance on complex philanthropy, business succession, U.S. Estate and Gift Tax issues; and Certified Public Accountant (CPA) or Bar Association designation.

We're here to help

At BMO Harris Bank we have a shared purpose; we put the customer at the center of everything we do helping people is in our DNA. For 200 years we have thought about the futurethe future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we're changing the way people think about a bank.

As a member of the BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://bmoharriscareers.com.

BMO Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. BMO Harris Bank is an Equal Opportunity Employer for all, inclusive of Minorities, Women, Veterans, and Persons with Disabilities.


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Cross Border Tax Planning Consultant (Scottsdale, Arizona)

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