Lead Tax Analyst

About this role:

Wells Fargo is seeking a Lead Tax Analyst to fulfill the role of Customer tax Reporting subject matter expert within the Enterprise Customer Tax Utility in Shared Service Operations. This position will serve as a resource for a team that is responsible for tax form validation, withholding and reporting activities for the lines of business that are supported by the Tax Utility, own recurring controls monitoring within the operations team, and serve as a key resource in technology and process changes. 2024 volumes surpassed $100 million in deposits across approximately 50 tax authorities, and production of more than 6MM customer tax forms.

In this role, you will:

• Act as a subject matter expert on tax form validation processes and technology platforms.
• Act as subject matter expert on state and federal withholding requirements for domestic and foreign recipients across numerous payment types.
• Act as a subject matter expert on how the systems used in the withholding determination and depositing process are interconnected in order to support enhancement request activities.
• Act as a subject matter expert on customer tax reporting requirements and the operational processes on internal and vendor systems.
• Act as a subject matter expert on operational controls within the Tax Utility organization, maintaining required control documentation through required change routines, performing walk throughs of those controls to interested parties, and performing periodic control monitoring activities.
• Maintain all required process flows and ensure desktop procedures are reviewed and updated according to required schedules.

Work location: Minneapolis, MN

Required Qualifications, US:

• 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 U.S. tax information reporting

Desired Qualifications:

• Demonstrated knowledge and experience with tax form validation, withholding and reporting requirements related to IRS customer tax reporting.
• 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
• Experience in tax operations, tax risk mitigation, or tax compliance in a large financial institution
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Knowledge and understanding of tax: reporting, filing, remittance, processing, initiatives, and strategies.
• Strong risk management and compliance skills
• Knowledge and understanding of technical tax withholding compliance (1099 INT, 1099 MISC, 1099-B, 1042-S, IMY Reporting to Beneficiary Owners)
• Experience working in a large, complex, dynamic organization with multiple business groups and broad geographic reach.
• A strong collaborator with experience working cross functionally to initiate action and effectively manage change.
• Experience developing long-range strategic plans, leveraging prioritization tools and/or approaches.
• Experience with project or program management.
• A record of accomplishment demonstrating strong influencing, collaboration and decision-making skills across various stakeholder teams to ensure alignment and drive progress toward a common business objective.
• Experience working in a risk driven environment.
• Strong presentation (verbal and written) communications skills are required, as this role will be required to provide analysis and make presentations to senior leaders, and corporate executives.
• Experience leading teams in development of key performance metrics, dashboards or scorecards.

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$111,100.00 - $197,500.00
Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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

Posting End Date:
9 Apr 2025
* Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.