Senior Tax Representative, Wells Fargo

Wells Fargo

Location:
India, Bengaluru

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Tax Representative, Tax Processor in Enterprise Customer Tax Utility as part of Chief Operating Office. The primary responsibilities include tax document research, validation, and reconciliation duties, assisting less experienced staff, and ensuring adherence to internal controls in a high-pressure environment.

Job Responsibility:

Support performance of less experienced staff and overall effectiveness of team
proactively provide feedback and present ideas for improving or implementing processes and tools
Perform complex tax document research and validation tasks accurately and within the defined processing time frame
Perform second level reviews of validated tax forms and may have responsibility for handling escalations with guidance
Analyze and review statements for accuracy
trace and investigate transactions to resolve questionable data
Prepare account reconciliation, review taxes, and perform customer account maintenance duties
Provide subject matter expertise and interpretation of procedures to less experienced staff and may have interaction with internal and external clients
Interact with immediate team, functional area and internal peers on a wide range of information as well as adhere to all aspects of the production related standard operating procedures to ensure all internal controls are followed
Perform outreach to internal client managers or relationship managers to obtain documentation and validate tax forms upon receipt
Escalate any problems resolving exceptions, issues, or delays in a timely manner to supervisor and third parties as applicable
may have indirect or direct interaction with internal and external clients
Complete other complex projects as requested
Research and validate tax documents (W-8 and W-9) and keep record
Responsible for completing all assigned tasks accurately and within the defined processing time frame
Perform second level reviews of validated tax forms
Analyzing and reviewing statements for accuracy
tracing and investigating transactions to resolve questionable data
Preparing account reconciliation
performing customer account maintenance duties
reviewing taxes
Assists and provides guidance to lower-level Operations accounting clerks and specialists with reconciliation of complex problems
May have direct/indirect responsibility for supporting, advising, and handles escalations with guidance as needed
May have indirect/direct interaction with internal and external clients
Performs complex projects as requested
Adhere to all aspects of the production related SOP’s to ensure all internal controls are followed
Validate US Tax forms and perform outreach to internal Client Managers or Relationship Managers to obtain documentation and validate tax forms upon receipt
Escalate any problems resolving exceptions, issues, or delays in a timely manner to Supervisor and third parties, as applicable

Requirements:

4+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Bachelor’s degree or equivalent certification in Finance and accounting
Awareness of US tax reporting requirements including W8 & W9 Tax forms
Basic knowledge of FATCA, CRS and C-Dot guidelines
Understanding of the importance of IRS penalties levied if anything goes wrong and also the importance of being complaint with the regulatory bodies
Ability to interpret legal documents, withholding statements, Tax forms etc.
Ability to understand the Inter-Governmental agreements and the Tax treaty details
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
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Strong clear and concise written and oral communication skills
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Strong analytical skills
Good Math and accounts skills
Ability to work quickly & accurately while maintaining acceptable standards of workmanship
Strong knowledge of Word and Excel – Using Pivot table, V lookup, tracing formulas, running macros, If then statements etc.
Knowledge of Microsoft Access – Knowledge of running queries and pulling data
Ability to meet stringent deadlines

Additional Information:

Job Posted:
October 04, 2025

Expiration:
October 07, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Tax Representative

Wells Fargo

Location:India, Bengaluru

Category:Finance

Contract Type:Employment contract