What are the responsibilities and job description for the Tax Analyst position at Wells Fargo?
About this role:
Wells Fargo is seeking a Tax Analyst responsible for preparation and review of components of the organization’s US federal and state income tax returns and related book-tax adjustments. In this role, you will interact with other areas in Corporate Tax and provide support in adhering to internal control standards.
In this role, you will:
- Prepare book-tax adjustments and tax returns, perform account analysis, and proactively seek policy/procedure improvements to maintain tax-related records/controls
- Review less complex book-tax adjustments and tax returns
- Ensure timely and accurate filing of corporate tax returns
- Research tax issues and prepare written analysis and conclusions that embody and model compliance and risk management requirements for supported area
- Be proficient in accounting and multi-jurisdictional income tax laws, rules, and regulations
- Collect information in response to inquiries from federal and state income tax auditors
- Collaborate with business partners to collect internal financial or tax data, perform data analysis, test for accuracy, identify and resolve data problems
Required Qualifications, US:
- 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
Desired Qualifications:
- Experience preparing US federal and state income tax returns
- Self-starter with strong analytical/tax technical/research skills; internal controls adherence
- Hands-on experience in data analysis using Alteryx and advanced Excel
- Understanding of US GAAP principles in the banking and financial services industry
- Active Certified Public Accountant (CPA); Master’s degree in Taxation/Accounting
- Banking/financial services income taxation and consolidated or unitary income tax returns experience
- MS Office, Oracle General Ledger, and Corporate Income Tax filing software proficiency
- Strong verbal and written communication skills
- Experience working with remote employees and management
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, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
