Lead Tax Analyst, Wells Fargo

Wells Fargo

Location:
United States, Minneapolis ▼
Charlotte
New York

Category:
Finance

Contract Type:
Employment contract

Salary:

111100.00 - 237100.00 USD / Year

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Job Description:

Wells Fargo is seeking a Lead Tax Analyst to fulfill the role of a FATCA and CRS subject matter expert within the Enterprise Customer Tax Utility in Shared Services Operations. This position will serve as a resource for the team that is responsible for completing FATCA and CRS filings in +10 jurisdictions worldwide.

Job Responsibility:

Understand compliance and risk management requirements for supported area
apply extensive specialized knowledge and act as internal consultant or final authority in area of expertise
provide comprehensive income tax technical expertise in the research of complex issues and transactions
identify opportunities requiring complex tax research, prepare memorandums and make recommendations relating to income tax planning and income tax risk reduction strategies
manage third-party service provider
direct the work of less experienced staff
perform activities requiring subject matter expertise in all aspects of FATCA and CRS, and the Company's internal controls policies and ongoing compliance
lead implementation of the most complex projects or initiatives impacting multiple lines of business companywide
develop relationships with business unit leaders and enterprise staff function leaders to support their business needs and objectives and provide consultation and advice on complex income tax issues
interface with external agencies, jurisdictional income tax authorities or industry forums
work with stakeholders to implement key risk initiatives
maintain all required process flows and ensure desktop procedures are reviewed and updated according to required schedules

Requirements:

5+ years of Corporate Tax experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years with FATCA and /or CRS return filing experience

Nice to have:

Big 4 management consulting experience preferred
demonstrated knowledge and experience with tax form validation, withholding and reporting requirements related to IRS customer tax reporting
experience in tax operations, tax risk mitigation, or tax compliance in a large financial institution
knowledge and understanding of tax: reporting, filing, remittance, processing, initiatives, and strategies
strong attention to detail and accuracy skills
ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
strong time management skills and ability to meet deadlines
strong, clear and concise written and oral communication skills
strong risk management and compliance skills
intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Additional Information:

Job Posted:
April 28, 2025

Expiration:
May 08, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Lead Tax Analyst