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Wells Fargo Tax Account 4- Customer Tax Consultant in Raleigh, North Carolina

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wholesale Banking provides financial solutions to businesses across the United States and globally. Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

This position is within the Wholesale Control Office (WCO) to help Wholesale meet its regulatory requirements related to customer information tax reporting. Essential responsibilities include but not limited to the following:

  • Implement/operationalize tax laws with LOB Tax Control Officers (TCO), advising on tax requirements and performing research in support of tax functions

  • Serve as a subject matter expert on any domestic tax matters, including but not limited to FATCA, Non-Resident Alien withholding and reporting, backup withholding, Cost Basis, Original Issue Discount, structured product issues and serves as integral member of the tax team on tax matters

  • Serve as tax subject matter expert regarding LoB applicable tax laws including evaluating new/changed laws, impact assessment, and supporting product implementation

  • Work with Governance Program Manager and LOB TCOs to ensure payment matrices are maintained.

  • Work with TCOs on Procedure Development and Maintenance

  • Assessment of system changes (i.e. rule application, validation updates, BRD review)

  • Assist with identification and documentation for self-identified issues and actions; coordinate with Tax Issues Manager for escalations

  • Partner with LoB Risk Management and TCOs to support remediation or resolution of critical issues

  • Work with Strategic Risk Assessment team to evaluate testing or assessment results for respective LoB

  • Drive business process improvements, best practices, and assist with implementation and transition efforts

  • Responsible for understanding products and process controls to oversee tax risks that the products and services pose and how those are being managed.

  • Work with Tax Compliance Reporting Manager to maintain controls inventory

  • Partner with Tax Compliance Reporting Manager to facilitate or coordinate information/data for control metrics

  • Support gap closure from Strategic Risk assessments perform by Tax Governance

  • Assist in prioritization of work efforts as determined by risk level of tax risk items

Team members 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.

Required Qualifications:

  • 5+ years of tax and accounting experience

How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psc/PSEA/APPLICANTNW/HRMS/c/HRSHRAMFL.HRSCGSEARCHFL.GBL?Page=HRSAPPJBPST_FL&FOCUS=Applicant&SiteId=1&JobOpeningId=5504371&PostingSeq=1.

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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