Trust Tax Operations Accountant

U.S. Bank

Trust Tax Operations Accountant leading tax processing, fee governance, controls, and workflow transformation at U.S. Bank.

Posted 8/5/2026full-timeTempe • Arizona, Minnesota • 🇺🇸 United StatesSeniorLead💰 $86,360 - $101,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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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.

Highest-signal resume keywords

Trust Tax OperationsOperational Risk ManagementProcess ImprovementStakeholder CommunicationData Validation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

NOFD ProcessingFee File ManagementTax Preparation FeesWorkflow AutomationData IntegrityReporting AccuracyProcess Controls1099 Correction ActivityAccount Closing ProceduresOperational Reporting

Soft Skills

Analytical SkillsProblem-SolvingWritten CommunicationCollaborationAccountability

Tools & Technologies

ARESBPMDomoETL ProcessesWorkflow/Reporting Tools

Industry Keywords

Financial ServicesTax OperationsTrust OperationsCustody OperationsOperational Control Environment

Tech Stack

Tools & technologies

ETL

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Incentive and recognition programs
Equity stock purchase
401(k) contribution and pension