Tax and Planning Associate
BMO US
About this role
The role involves providing specialized wealth planning advice and solutions for High Net Worth and Ultra High Net Worth clients. It focuses on holistic financial, tax, estate, and philanthropic planning to support client growth, retention, and overall wealth management goals.
Skills
Qualifications
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
Recent company news
NerdWalletBest BMO GIC Rates for February 2026
1 week ago
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Oct 16, 2025
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Dec 4, 2025
Bloomberg.comBMO Beats Estimates on Strong Results in US, Capital Markets
Dec 4, 2025
Tearsheet“I have seen firsthand how payments can be a strategic entry point to deepen relationships and solve real business challenges”: BMO’s new U.S. Head of TPS Sales, Katie Oresar
Oct 9, 2025
About BMO US
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for BMO US.
Salary
$115k – $145k
per year