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U.S. Bank

Senior Tax Strategist – Global Custody

U.S. Bank

. Own and maintain the business-line strategy and multi-year roadmap for global custody tax services .

Posted 11/10/2026full-timeUnited StatesSenior💰 $194,225 - $228,500 per yearWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates extensive expertise in global custody tax services, including tax reclaims, withholding tax, and regulatory compliance. Proven ability to lead cross-functional initiatives and communicate complex tax topics effectively to senior stakeholders.

Highest-signal resume keywords
Global Custody Tax ExpertiseTax Reclaims ManagementCross-Functional Initiative LeadershipExecutive Communication SkillsRegulatory Compliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Withholding TaxTax ReclaimsRelief At SourceTax DocumentationTax Workflow DesignMarket-Specific Tax RequirementsTax Technology ManagementOperational Risk AssessmentFinancial Risk ManagementData Strategy Development
Soft Skills
Negotiation SkillsPublic SpeakingClient Presentation SkillsMentoringRelationship Building
Tools & Technologies
Tax Technology ProvidersClient PortalsReporting DashboardsKnowledge Transfer ToolsOperational Data Analysis
Industry Keywords
Global MarketsAsset Servicing TaxSecurities Tax OperationsU.S. Registered Fund ComplexesPublic FundsETFsUCITSAlternative InvestmentsCayman DomicilesThird-Party Tax Firms

About the role

Key responsibilities & impact
  • Own and maintain the business-line strategy and multi-year roadmap for global custody tax services
  • Maintain authoritative knowledge of market-specific withholding regimes, tax treaties, beneficial-owner and investor eligibility rules, documentation requirements, reclaim statutes and recovery practices
  • Assess tax treatment and servicing requirements across complex investment vehicles and fund structures
  • Monitor global tax and regulatory developments and translate changes into implications for clients, products, operations, controls, technology and market strategy
  • Define priorities for market expansion, service enhancement, automation and differentiated custody tax capabilities
  • Serve as the senior custody tax adviser in client, prospect, consultant, due-diligence, RFP and strategic relationship discussions
  • Lead complex client conversations involving RAS eligibility, reclaim strategy, documentation, market practices, service gaps, tax leakage and recovery opportunities
  • Develop executive-level client materials, market updates, thought leadership and service-positioning content
  • Represent U.S. Bank through conferences, panels, webinars and industry forums
  • Build relationships with industry associations, tax authorities, sub-custodians, ICSDs, withholding agents, third-party tax firms, accounting firms, legal advisers and technology providers
  • Partner with Sales and Relationship Management on complex custody opportunities, proposals and commercials
  • Partner with WCIB Operations to design and improve the end-to-end operating model for tax documentation, withholding, RAS, quick refund, reclaims, exception management, reconciliation, reporting and client communication
  • Define accountabilities, escalation paths, governance, SLAs, KPIs, KRIs and client scorecard measures
  • Lead root-cause analysis and remediation for material client issues, recurring service failures and control gaps
  • Provide senior technical guidance on complex or non-standard client requests
  • Define the target-state technology and data strategy for scalable global tax servicing, transparency, workflow control and market intelligence
  • Prioritize enhancements to tax workflow, documentation, rules engines, reporting, dashboards, client portals and data quality
  • Evaluate and manage tax technology providers and external service partners
  • Use client and operational data to identify gaps, quantify tax leakage and recovery opportunities, prioritize markets and monitor outcomes
  • Incorporate tax capabilities into the broader custody platform roadmap, investment agenda and client experience strategy
  • Partner with Legal, Compliance, Risk, Operations and Network Management on tax rules, risk appetite, contractual obligations and control standards
  • Assess operational, regulatory, financial and reputational risks
  • Support risk reviews, audits, regulatory inquiries and remediation plans
  • Promote clear procedures, defensible tax positions, effective controls, complete records and timely escalation
  • Provide decision-oriented updates to senior business leadership
  • Build enterprise tax expertise through training, playbooks, market guidance, client-service tools and knowledge transfer
  • Mentor Tax, Operations, Product and Client Service colleagues and establish a cross-functional community of practice
  • Influence outcomes across a complex matrix without relying on direct authority
  • Recommend specialist team structure and lead assigned employees, consultants or cross-functional workstreams as the capability develops

Requirements

What you’ll need
  • Bachelor’s degree in Accounting, Tax, Finance, Business, Economics, Law or a related field, or equivalent practical experience
  • Typically 12+ years of progressively responsible experience in global custody tax, asset servicing tax, international withholding tax, securities tax operations, tax product management or a closely related field
  • Extensive direct responsibility for custody clients and global markets
  • Demonstrable expertise in relief at source, quick refund, tax reclaims, withholding tax, treaty eligibility, beneficial-owner documentation and market-specific tax requirements across multiple regions
  • Deep knowledge of tax servicing requirements for U.S. registered fund complexes, public funds, ETFs, UCITS, alternative investments and offshore structures, including Cayman and similar domiciles
  • Experience designing or materially improving global custody tax products, operating models, controls, technology workflows, reporting or market coverage
  • Experience working directly with asset managers, asset owners, fund boards or other institutional clients and explaining complex tax topics to senior non-tax audiences
  • Experience managing relationships with third-party tax firms, accounting or law firms, sub-custodians, withholding agents, industry associations and tax technology providers
  • Demonstrated success leading complex cross-functional initiatives across Product, Operations, Technology, Network Management, Risk, Legal, Compliance, Sales and Client Service
  • Exceptional executive communication, client presentation, negotiation, public-speaking and written communication skills
  • Ability to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

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
  • Pension