Tax Analyst

About this role:

Wells Fargo is seeking a Tax Analyst to support the preparation and review of components of the organization’s U.S. federal and state income tax returns, including related book-to-tax adjustments, account analysis, and audit-ready documentation.

This role will be part of the initiative to operate in a data-driven and technology-enabled tax environment and will collaborate across Corporate Tax, Finance, and Data/Technology teams while adhering to internal control standards.

In this role, you will:

• Prepare and support the preparation of U.S. federal and state income tax return workpapers and filings, including book-tax adjustments and supporting schedules
• Review less complex book-tax adjustments, supporting workpapers and tax returns for accuracy, completeness, and adherence to established procedures and controls
• Support timely and accurate filing of corporate income tax returns by tracking deliverables, managing dependencies, and escalating issues appropriately
• Research routine-to-moderately complex tax issues, summarize findings, and draft written analysis and conclusions in alignment with compliance and risk management expectations
• Collect, organize, and provide data and workpapers in response to federal and state income tax audits; ensure responses are complete, accurate, and timely
• Acquire, validate, transform, and reconcile tax-relevant data from multiple sources
• Perform account analysis and support return-to-provision and/or return-to-ledger reconciliations; investigate variances and document conclusions in audit-ready workpapers
• Use advanced Excel capabilities and approved analytics tools to transform and analyze data, identify anomalies, and support tax calculations.
• Contribute to practical process improvements and leverage basic workflow automation concepts or standardized data pipelines, where available, to improve efficiency and consistency in recurring tax processes.

Required Qualifications, US:

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

Desired Qualifications:

• Working knowledge of data analytics concepts and their application to tax compliance and reporting processes
• Advanced Microsoft Excel proficiency, including PivotTables, Power Query, complex formulas, and data validation techniques
• Ability to perform data reconciliations, trend analysis, and variance analysis to support tax filings and audits
• Familiarity with tax-relevant data sources such as general ledger data, trial balances, fixed asset data, and transaction-level detail
• Strong attention to data accuracy, integrity, and documentation, including maintaining audit-ready workpapers
• Hands-on experience with Alteryx or similar data transformation tools
• Active Certified Public Accountant (CPA)and/or Master’s degree in Taxation or Accounting
• Experience preparing U.S. federal and state corporate income tax returns (including consolidated and unitary returns)
• Banking/financial services income tax experience and understanding of U.S. GAAP principles in a financial services environment
• Proficiency with Oracle General Ledger, and corporate income tax compliance software
• Strong verbal and written communication skills; ability to work effectively with remote team members and management
• Self-starter with strong analytical, tax technical, and research skills
• Experience supporting tax process improvements, system implementations, or workflow/document management tools used in tax processes
• Familiarity with Power BI, Tableau, or similar visualization tools for reporting and analysis
• Exposure to SQL and/or Python for data extraction, transformation, or analytics

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

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:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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.

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.