Lead Tax Analyst

Wells Fargo • Irving, TX • 2h ago

About this role:

Wells Fargo is seeking an experienced Tax Advisor specializing in U.S. Federal and State tax withholding and information reporting requirements applicable to global financial institutions.

In this role, you will:

Advise internal business and risk management teams on interpretation of U.S. Federal and State tax withholding and information reporting requirements and their application to a broad range of financial products and payment @types.

Develop and maintain job aids and other tools to facilitate the efficient and effective implementation of business processes and controls that ensure compliance with applicable regulations and industry best practices.

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 tax technical expertise in the research of complex issues and transactions.

Identify opportunities requiring complex tax research, prepare memorandums and make recommendations relating to U.S. Federal and State tax withholding and information reporting risk reduction strategies.

Direct the work of less experienced staff.

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 tax withholding and information reporting issues.

Interface with external agencies, jurisdictional tax authorities or industry forums.

Work with stakeholders to implement key tax withholding and information reporting risk management initiatives.

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

Desired Qualifications:

Licensed Certified Public Accountant or Attorney, active and in good standing.

Demonstrated expertise in U.S. Federal and State tax withholding and information reporting regulations applicable to a global financial institution, and prior advisory experience related to those requirements.

Ability to communicate complex technical tax requirements to persons who are not tax experts.

Ability to provide practical tax advice applicable to a broad range of financial products in a dynamic business environment.

Ability to teach, coach and develop junior tax analysts.

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.

$119,000.00 - $206,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) 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:

5 May 2026

*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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

Req Number: R-532826

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