Senior Securities Operations Specialist - Fiduciary Tax Services, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Job offer has expired

Job Description:

Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Fiduciary Tax Services unit of Wealth and Investment Management Operations. This tax technical Senior Specialist will support Fiduciary Tax Services as an individual contributor to ensure consistent and controlled oversight and review of the preparation of fiduciary income tax returns, charitable tax returns, transfer tax returns, and tax information reporting returns. The Senior Specialist will also serve as the point of contact for our primary tax vendor, PricewaterhouseCoopers, our administrative and investment partners in Banking Lending and Trust, and outside accountants.

Job Responsibility:

Lead or participate in moderately complex lifecycle initiatives and support tasks related to fiduciary, charitable, estate, gift, and inheritance tax requirements and tax return preparation
Maintain databases which track the preparation of tax and information returns, receipt, and disposition of tax notices from federal and state taxing authorities, and confirmation and receipt of fiduciary tax refunds
Independently resolve moderately complex issues and recommend opportunities for process improvement and risk control development
Collaborate and facilitate coordination with trust and estate administrative officers, mid-level trust and trust directors to resolve issues and achieve goals
Manage expertise in reviewing and/or validating Forms W-8 and W-9 for withholding tax purposes
Resolve moderately complex escalated issues with internal and external accountants and clients to complete the tax compliance process
Research moderately complex business risks, influence policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Contribute to overall effectiveness of the team and collaborate with colleagues and managers to resolve issues and achieve goals

Requirements:

4+ years of Securities Operations experience
4+ years of fiduciary, charitable, and information tax return reporting and preparation experience
2+ years of Operational Risk and Control Management experience
Demonstrated knowledge of estate, gift, and Generation-Skipping Transfer Tax (GSTT)
Understanding of US state trust taxation issues for a national financial institution
Exposure to SEI Trust 3000
Effective problem solving, decision-making, organizational, multi-tasking, and prioritization skills
Ability to work independently, proactively, innovatively and creatively while expressing sound judgement
Ability to work in a fast-paced, deadline driven environment
Excellent verbal, written and interpersonal communication skills
Strong analytical skills with a high attention to detail and accuracy
Ability to work effectively in a team environment and across all organizational levels
Certified Public Accountant (CPA) designation or Enrolled Agent or equivalent certification
A BS/BA degree or higher in accounting, finance, or other business related field
Advanced Microsoft Office Suite skills

Nice to have:

Certified Public Accountant (CPA) designation or Enrolled Agent or equivalent certification
Advanced Microsoft Office Suite skills
Understanding of US state trust taxation issues for a national financial institution
Exposure to SEI Trust 3000

Additional Information:

Job Posted:
August 20, 2025

Expiration:
August 21, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Senior Securities Operations Specialist - Fiduciary Tax Services