Trust Tax Operations Accountant

Trust Tax Operations Accountant

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The Trust Tax Operations Accountant is responsible for leading critical tax operations, process transformation, risk mitigation, and service delivery activities within Trust Tax Operations. This role partners across Operations, Technology, Trust teams, external service providers, and leadership stakeholders to ensure accurate processing, strong controls, scalable workflows, and effective execution of tax-related operational priorities.

The role requires a leader who operates with a company-first mindset, takes ownership of complex issues, builds trusted relationships, and consistently balances client service, operational discipline, risk mitigation, and financial responsibility. The successful candidate will demonstrate authenticity, clear communication, sound decision-making, and a strong commitment to developing scalable, well-controlled processes.

Key Responsibilities

• Lead day-to-day Trust Tax operational activities, including NOFD processing, fee file management, account closing support, shared mailbox oversight, and timely resolution of tax-related inquiries.
• Drive process improvement and transformation initiatives across ARES, BPM, Domo, ETL, and related workflow/reporting tools to reduce manual effort, improve accuracy, and strengthen scalability.
• Partner with Technology, PwC, Trust teams, Operations, and leadership stakeholders to define requirements, support testing, validate data, resolve issues, and prepare future-state workflows for implementation.
• Develop and maintain clear documentation, how-to guides, training materials, and cross-training plans to support continuity, knowledge transfer, and consistent execution across the team.
• Monitor operational performance, service levels, capacity, reporting accuracy, and control effectiveness to identify issues, prioritize improvements, and escalate risks appropriately.
• Support fee governance and financial controls by reviewing fee logic, waiver treatment, account eligibility, overcharge remediation, allocation concerns, and reporting dependencies.
• Manage stakeholder communications with a client-first mindset, ensuring prompt, clear, and accurate responses to internal partners, Trust Officers, advisors, and operational teams.
• Promote a culture of ownership, accountability, collaboration, and continuous improvement while balancing service, risk, financial, and compliance priorities.

Success Measures

• Timely, accurate, and well-controlled execution of NOFD, fee, account closing, and tax-related operational activities.
• Improved automation readiness, reduced manual dependencies, and stronger reporting logic across key workflows.
• Clear documentation, effective knowledge transfer, and improved backup coverage for critical processes.
• Strong stakeholder alignment and timely resolution of issues, inquiries, and escalations.
• Reduced operational, financial, regulatory, and client-impact risk through improved controls and proactive issue management.
• Consistent delivery against business priorities while supporting productivity, simplicity, service quality, and client protection.

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• Seven or more years of related experience

Preferred Skills/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.
• Demonstrated ability to manage complex workflows, prioritize competing deadlines, and lead through ambiguity with sound judgment and accountability.
• Experience partnering with cross-functional teams, including 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 practical 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.
• Background supporting transformation initiatives, system enhancements, user acceptance testing, process…