Wells Fargo & Company

Customer Tax Associate


Pay$23.13 - $41.11 / hour
LocationCharlotte/North Carolina
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: R-308015

      About this role:

      Wells Fargo is seeking a Tax Associate in Enterprise Customer Tax Utility as part of Chief Operating Office. Learn more about the career areas and lines of business at wellsfargojobs.com .


      In this role, you will:

      • Perform tax accounting activities related to the preparation of federal, state and local customer information tax reporting returns.
      • Prepare routine tax work papers, reconciliations, responses to internal information requests, research memos and correspondence.
      • Maintain required records related to customer information reporting tax returns and reports.
      • Receive direction from manager and exercise independent judgment while developing basic knowledge of federal and state and local customer information reporting tax laws, rulings, regulations.
      • Collaborate and consult with peers, managers and stakeholders.


      Required Qualifications, US:

      • 6+ months of Tax or accounting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.


      Desired Qualifications:

      • Experience with Customer Information Reporting - W-9 and W-8 validation concepts, back-up withholding processes and year-end 1099 reporting routines.
      • 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.
      • Experience in tax operations, tax risk mitigation, or tax compliance in a large financial institution.
      • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.

      Job Expectations:

      • Ability to work additional hours as needed.
      • Ability to provide and work from a home office as well as to work on-site at one of the stated job locations as directed.

      Schedule: M-F between the hours of 7:30am - 5:30pm with the expectation of a minimum of 3 days in the office per week.

      Location: Multiple locations listed.

      Pay Range

      $23.13 - $41.11

      Benefits

      Wells Fargo provides all eligible full- and part-time employees with a comprehensive set of benefits designed to protect their physical and financial health and to help them make the most of their financial future. Visit Benefits - Wells Fargo Careers for an overview of the following benefit plans and programs offered to employees.

      • 401(k) Plan
      • Paid Time Off
      • Parental Leave
      • Critical Caregiving Leave
      • Discounts and Savings
      • Health Benefits
      • Commuter Benefits
      • Tuition Reimbursement
      • Scholarships for dependent children
      • Adoption Reimbursement

      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.

      Drug and Alcohol Policy

      Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

  • About the company

      Wells Fargo & Company is an American multinational financial services company with corporate headquarters in San Francisco.