Trust Tax Operations Accountant

• Lead day-to-day Trust Tax operational activities, including NOFD processing, fee file management, account closing support, shared mailbox oversight, and resolution of tax-related inquiries
• Drive process improvement and transformation initiatives across ARES, BPM, Domo, ETL, and related workflow/reporting tools
• Partner with Technology, PwC, Trust teams, Operations, and leadership stakeholders to define requirements, support testing, validate data, resolve issues, and prepare future-state workflows
• Develop and maintain documentation, how-to guides, training materials, and cross-training plans
• Monitor operational performance, service levels, capacity, reporting accuracy, and control effectiveness
• Support fee governance and financial controls, including fee logic, waiver treatment, account eligibility, overcharge remediation, allocation concerns, and reporting dependencies
• Manage stakeholder communications with internal partners, Trust Officers, advisors, and operational teams
• Promote ownership, accountability, collaboration, and continuous improvement
• Deliver timely, accurate, and well-controlled tax operations while reducing manual dependencies and operational, financial, regulatory, and client-impact risk

• Bachelor's degree, or equivalent work experience
• Seven or more years of related experience
• Experience in financial services, tax operations, trust operations, custody operations, or a related operational control environment
• Strong understanding of operational risk, process controls, data integrity, reporting accuracy, documentation standards, and escalation practices
• Ability to manage complex workflows, prioritize competing deadlines, and lead through ambiguity
• Experience partnering with Technology, Operations, external vendors, client-facing teams, and senior stakeholders
• Strong analytical, problem-solving, written communication, and process-design skills
• Ability to translate business needs into requirements, workflow improvements, reporting enhancements, and sustainable operating procedures
• Familiarity with trust tax processes, tax preparation fees, NOFD workflows, 1099 correction activity, tax reserves, account closing procedures, and external tax provider coordination
• Experience with ARES, BPM, Domo, ETL processes, workflow automation, data validation, or operational reporting tools
• Experience supporting transformation initiatives, system enhancements, user acceptance testing, process migrations, or production readiness planning
• Experience leading documentation, training, cross-training, or knowledge-transfer efforts within an operations environment
• Ability to comply with U.S. Bank policies, procedures, Code of Ethics and Business Conduct, and workplace conduct and safety policies
• Applicants must comply with applicable employment eligibility verification and background-check requirements

Demonstrates expertise in Trust Tax Operations, including fee governance, process improvement, and operational risk management. Proficient in stakeholder communication, documentation development, and workflow enhancements to ensure compliance and efficiency.

• Trust Tax Operations
• Operational Risk Management
• Process Improvement
• Stakeholder Communication
• Data Validation

• NOFD Processing
• Fee File Management
• Tax Preparation Fees
• Workflow Automation
• Data Integrity
• Reporting Accuracy
• Process Controls
• 1099 Correction Activity
• Account Closing Procedures
• Operational Reporting

• Analytical Skills
• Problem-Solving
• Written Communication
• Collaboration
• Accountability

• Financial Services
• Tax Operations
• Trust Operations
• Custody Operations
• Operational Control Environment

• ARES
• BPM
• Domo
• ETL Processes
• Workflow/Reporting Tools