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Wells Fargo is seeking a Senior Tax Manager responsible for leasing related Indirect Taxes (sales/use and property tax) as part of Commercial Banking Operations. The Senior Tax Manager is a senior leadership position accountable for tax administration covering Personal Property Tax and Sales/Use Tax tied to 700+K lease assets for Wells Fargo’s Equipment and Vendor Finance lines of business. This position is responsible for all aspects of indirect tax administration including establishing policy, monitoring compliance, ensuring timely return filing, ensuring timely payment, and all related accounting activities. This leader engages with Sales and Legal teams to decision tax aspects for new and existing products/programs as well as non-standard business transactions. The team also handles all post booking tax adjustments on customer accounts.
Job Responsibility:
Develop and implement systems to accurately compile and report information for leasing related personal property and sales taxes
Provide guidance to subordinates regarding established tax policies
Establish and recommend changes to policies which affect affiliate organization(s)
Ensure timely and accurate filing of tax returns and/or consultation on assigned sales/use and personal property tax issues
Interact with functional peer group managers and/or other groups across the enterprise
Manage tax professionals and provides functional advice, direction and/or training
Establishes operational objectives and assignments, delegates assignments to subordinates and supervises the work of subordinates
Requirements:
6+ years of Corporate Tax experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of management or leadership experience
Nice to have:
Strong knowledge of all aspects of property tax, including: Annual property tax compliance
Ability to review, process and appeal property tax assessments
Ability to review and process property tax bills
Ability to review customer generated refund requests, secure the refunds and process credits when appropriate
Ability to assist with jurisdictional audits
Knowledge of Sales/Use Tax
Knowledge of leasing related property tax and sales laws and their impact on the overall business and operations
Knowledge of Equipment and Vendor Finance
Bachelor's degree in accounting or finance
Advanced Knowledge of Property Tax Management System (PTMS)
Familiarity with InfoLease
General experience with Tax Research software (CCH, IRA)
Ability to motivate others to greater performance
Ability to assess current processes/procedures and make recommendations for efficiency
Ability to interact with all levels of an organization
Ability to partner with all professionals within the company and occasionally communicate with the customers
Excellent verbal, written, and interpersonal communication skills
Intermediate Microsoft Office and CoPilot skills
What we offer:
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance