Global Custody Senior Tax Strategist
Core
Establish and advance the global custody tax strategy for U.S. Bank's Custody Asset Managers business, covering withholding tax, relief at source, quick refund, and tax reclaims across global markets.
Role type
Senior IC tax strategist (global custody)
Builds
Global custody tax services, operating models, and scalable tax solutions for complex investment vehicles.
Domain
Global financial services / International tax / Custody
Required skills
Global custody tax strategy, withholding tax regimes, relief at source, tax reclaims, treaty eligibility, beneficial-owner documentation, UCITS/ETF/private-market structures, tax technology strategy, risk controls, executive client engagement, market expansion planning
Preferred skills
Experience with offshore funds (Cayman), tax leakage quantification, industry association relationships, thought leadership development
Technologies
Rules engines, reporting dashboards, client portals, tax workflow automation
Responsibilities
Own multi-year roadmap for global custody tax services; Lead complex client conversations on RAS eligibility and reclaim strategy; Define service SLAs, KPIs, and governance; Partner with technology to design scalable tax servicing; Mentor colleagues and build enterprise tax expertise
Seniority
Senior, hands-on IC with leadership scope
