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Senior Fiduciary Tax Analyst

  • Finance & Accounting
  • Full time
  • R-195492

About this role:

Wells Fargo is seeking a Senior Fiduciary Tax Analyst...


In this role, you will:

  • Resolve the most complex issues and answer questions related to fiduciary, estate, gift and inheritance tax requirements and tax preparation
  • Maintain the tax systems where returns are filed and estate accounting are completed
  • Identify and recommend opportunities for process improvement and risk control development
  • Facilitate coordination with trust and estate administrative offices, trust managers and regional trust directors
  • Work with outside accountants and clients to complete the tax compliance process
  • Make decisions and resolve issues to meet business objectives
  • Interpret policies, procedures, and compliance requirements
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with internal customers
  • Receive direction from leaders
  • Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements


Required Qualifications, US:

  • 4+ years of Fiduciary Tax experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education


Desired Qualifications:

  • Bachelor’s degree in accounting, business or equivalent work experience
  • Certified Public Accountant (CPA) designation or Enrolled Agent
  • Working knowledge of UPIA and related implications in trusts
  • Working knowledge of partnerships, QSST, ESBT, and their effect in trusts
  • Grasp of state trust taxation issues for a national financial institution
  • Effective problem solving, decision-making, organizational, multi-tasking, and prioritization skills


Job Expectations:

  • Hybrid work schedule 3 days in office and 2 flex days per week

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, 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.


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