Wells Fargo
Lead Tax Analyst
MINNEAPOLIS, MN
Feb 6, 2025
Full-time
Full Job Description

About this role:

Wells Fargo is seeking a Lead Tax Analyst to fulfill the role of a FATCA and CRS subject matter expert within the Enterprise Customer Tax Utility in Shared Services Operations. This position will serve as a resource for the team that is responsible for completing FATCA and CRS filings in +10 jurisdictions worldwide.


In this role, you will:

  • Understand compliance and risk management requirements for supported area.
  • Apply extensive specialized knowledge and act as internal consultant or final authority in area of expertise.
  • Provide comprehensive income tax technical expertise in the research of complex issues and transactions.
  • Identify opportunities requiring complex tax research, prepare memorandums and make recommendations relating to income tax planning and income tax risk reduction strategies.
  • Manage third-party service provider.
  • Direct the work of less experienced staff.
  • Perform activities requiring subject matter expertise in all aspects of FATCA and CRS, and the Company's internal controls policies and ongoing compliance.
  • Lead implementation of the most complex projects or initiatives impacting multiple lines of business companywide.
  • Develop relationships with business unit leaders and enterprise staff function leaders to support their business needs and objectives and provide consultation and advice on complex income tax issues.
  • Interface with external agencies, jurisdictional income tax authorities or industry forums.
  • Work with stakeholders to implement key risk initiatives.
  • Maintain all required process flows and ensure desktop procedures are reviewed and updated according to required schedules.


Required Qualifications:

  • 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 with FATCA and /or CRS return filing experience


Desired Qualifications:

  • Big 4 consulting firm experience preferred.

  • Demonstrated knowledge and experience with tax form validation, withholding and reporting requirements related to IRS customer tax reporting.

  • Experience in tax operations, tax risk mitigation, or tax compliance in a large financial institution.

  • Knowledge and understanding of tax: reporting, filing, remittance, processing, initiatives, and strategies.

  • 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.

  • Strong risk management and compliance skills.

  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.


Job Expectations:

  • Ability to work additional hours as needed
  • Ability to work the hybrid work model of 3 days in the office and 2 days remote each week.
  • Position is not VISA eligible.
  • Position may be removed early due to candidate volume.

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:

10 Feb 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.

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Job Information
Job Category:
Finance
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Lead Tax Analyst
Wells Fargo
MINNEAPOLIS, MN
Feb 6, 2025
Full-time
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