Trust Tax Operations Accountant
$86,360–$101,600 year
On-siteTempe, Arizona, United States or Saint Paul, Minnesota, United States
Job Summary
Lead day-to-day Trust Tax operational activities including NOFD processing, fee file management, account closing support, and shared mailbox oversight. Drive process improvement and transformation initiatives across ARES, BPM, Domo, and ETL tools to reduce manual effort and strengthen scalability. Partner with Technology, PwC, and Trust teams to define requirements, support testing, and validate data for future-state workflow implementation. Develop documentation, training materials, and cross-training plans to ensure continuity and knowledge transfer. Monitor operational performance, service levels, and control effectiveness to identify issues and escalate risks appropriately. Support fee governance and financial controls by reviewing fee logic, waiver treatment, and account eligibility. Manage stakeholder communications with internal partners, Trust Officers, and advisors while promoting a culture of ownership and continuous improvement.
Required Qualifications
- Bachelor's degree, or equivalent work experience
- Seven or more years of related experience
Desired Qualifications
- 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 migrations, or production readiness planning
- Experience leading documentation, training, cross-training, or knowledge-transfer efforts within an operations environment
- Location Expectations: This role requires working from a U.S. Bank location three (3) or more days per week
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