About this role:
Wells Fargo is seeking a Tax Analyst as part of Shared Services Customer Tax Utility. Learn more about our career areas and lines of business at wellsfargojobs.com
This role will support the Tax Withholding processes with specific emphasis on federal and state tax remittance, account reconciliation, identifying risk and maintaining controls for all lines of business supported by the Tax Utility.
The position requires working closely with a number of different business managers and operations staff at all levels to help document current processes and address compliance needs; and to develop strategic and repeatable processes for the Enterprise Customer Tax Utility.
Individual Responsibilities
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In this role, you will:
- Support the daily operation of the Withholding pillar, specific to the remittance of tax withholding, account reconciliation and maintaining compliance of the controls within ECTU.
- Demonstrating expert knowledge of federal and state tax withholding remittance and reporting requirements.
- Ensure all tax information reporting adheres to tax rules and regulations
- Identifying tax risks within the Withholding pillar processes and controls. s
- Work collaboratively with teams of tax, operations, system professionals, project managers and consultants.
- Year-end production activities including reconciling tax withholding to customer 1099 and 1042-S statements, and filing annual tax returns with the Internal Revenue Service (IRS) and state tax authorities.
- Demonstrating expert knowledge of technical income tax and/or accounting discipline and positively influencing processes, policies and procedures consistent with corporate values and Federal / State laws.
- Ability to independently evaluate tax issues and apply sound business judgment with minimal oversight.
- Experience in information reporting environments including data capture, validation, production and distribution of management reports.
- Demonstrating strong communication skills to communicate complex tax issues, opportunities and risks to non-tax experts in a clear and concise manner.
- Prepare comprehensive tax work papers, perform account analysis, and prepare responses to audit requests
- Research memos or correspondence and embody and model compliance and risk management requirements for supported area
- Exercise proficiency in accounting and multi-jurisdictional income tax laws, rules and regulations
- Perform basic income tax research
- Maintain records related to income tax returns and reports
- Provide functional advice to less experienced staff
- Consult on income tax related matters with lines of business and other control functions
- Develop relationships with assigned business units related to the collection and analysis of information important to income tax accounting or compliance
- Work with business partners to collect internal financial or tax data, perform data analysis, test for accuracy, identify and resolve data problems
- Participate in projects
- 2+ years of Corporate Tax, Finance, Accounting, Analytics, Reporting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Experience in federal and state tax withholding regulations.
- Knowledge of 1099 series, and 1042-S forms.
- Experience in General Ledger account reconciliation.
- Customer tax withholding and reporting experience.
- Systems experience including: Hogan, Excel (macro, formulas, pivot tables etc.
- Monday- Friday 8:00am-5:00pm (hybrid)
- 1525 W W T Harris Blvd CHARLOTTE, NC 28262-8522
14 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.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
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.