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Tax CJP JD/LLM Tax Associate, Fall 2018
The candidate will research tax laws, rules and regulations and analyze their application to specific situations. Should have a J.D. degree preferably with 3.3 cumulative GPA. Master of Laws (LL.M.) degree in Taxation is preferred. General knowledge of federal and state tax laws is required. Demonstrated ability to research and analyze tax laws, rules and regulations and to analyze pertinent client, industry, and technical matters is... read more
The candidate will become a member of the Clearing and Operations team within the Wealth and Investment Management Division of the Law Department, providing legal support and counsel associated with the retail brokerage activities of the corporation. Will work independently but may consult with a more senior attorney and/or have key points of work reviewed by a more senior attorney. Handling matters from retail brokerage offices regarding general legal issues, in... read more
Tax - Mergers and Acquisitions Associate - Fall 2018
The candidate will participate in all phases of the tax consulting, planning and implementation process. Will research tax laws, rules and regulations and analyze their application to specific situations. Should have a Bachelor's degree in Accounting preferably with 3.3 cumulative GPA. Master's degree in Accountancy or Taxation, J.D. or LL.M. is preferred. A solid understanding of tax compliance and consulting services, ... read more
Senior Director, Corporate Attorney
The candidate will work with colleagues to provide support in various corporate legal matters and will be responsible for drafting, negotiating and reviewing commercial agreements of all types, including, property management agreements. Should have a Bachelor's degree and J.D. degree from an accredited law school with 2+ years of experience in-house or at a law firm. Major law firm experience is a significant plus. Should be licensed to ...
Associate General Counsel
The candidate will be filled as Senior Counsel OR Associate General Counsel, dependent on experience level and has collaborative responsibility for legal matters including healthcare regulatory legal and compliance advice, corporate business issues, complex transactions, mergers and acquisitions, process improvement, and policy drafting and implementation. The Senior Counsel / Associate General Counsel works with the General Counsel and Chief Comp...
The candidate will prepare candidate information reports related to leasing, permitting and land use viability. Prepares lease or other real estate agreements. Will coordinates with or supervises outside vendor partners, environmental engineers, architectural and engineering firms, title search firms, engineers and drafting technicians to ensure transactions close within defined timeframes. Identify potential risk scenarios. Draft and proof recordable tr...
Chief Compliance and Risk Management Officer
Duties: Responsible for directing the development and maintenance of an effective organization-wide compliance management system. Responsible for identifying, evaluating, mitigating, and monitoring the compliance risks. Compliance program - Develops and periodically reviews and updates compliance program to ensure continuing relevance in providing guidance to management and employees. Risk Assessments - Develops, initiates, main...
Private Wealth Advisor Director
Duties: Act as the primary point of contact for the prospect and client relationship. Will attract, retain and grow a portfolio of prospect and client relationships by providing a consistently exceptional prospect and client experience and expanding the BMO share of wallet. Will demonstrate the understanding of and care for the client through the proactive delivery of holistic advice and solutions designed to meet the client’s specific nee...
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Private Wealth Advisor Director
Duties: Act as the primary point of contact for the prospect and client relationship. Attract, retain and grow a portfolio of prospect and client relationships by providing a consistently exceptional prospect and client experience and expanding the BMO share of wallet. Demonstrate the understanding of and care for the client through the proactive delivery of holistic advice and solutions designed to meet the client’s specific needs. Utiliz...
Duties: Works closely with the Partner to learn all aspects of Family CFO business; keeps Partner informed on team and client issues. Participates in client meetings; first interview, confidential fact-finding, financial action plan solution, implementation and review meetings. Prepares and/or reviews financial action plans; identifies and incorporates value-added analysis such as retirement sufficiency, education funding, estate planning; identifies and incorporat...
State & Local Tax – Senior Associate - Income Franchise
The candidate will be responsible for the following job duties: Ability to integrate with clients and the overall tax team to prepare state tax returns and provide state tax consulting – including nexus studies, apportionment and sourcing analysis, voluntary disclosures and merger and acquisition consulting and other state tax consulting; Be able to provide written technical advice in the form of technical memos o...
Wealth Management - Private Bank - Client Advisor - Vice President or Executive Director
Duties: Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset...
Duties: Assist in maintaining Corporation’s Compliance Program; guide special projects; provide regulatory interpretation; perform compliance reporting; and develop and implement compliance auditing and monitoring strategies. Respond to external requests for information required by the organization for its regulatory filings. Respond to inquiries from state and federal regulatory agencies.
Monitor pending legislation and regulations affecting Corporat...