About this role:
Wells Fargo is seeking a Tax Representative.
In this role, you will:-
Provide taxation document support and proactively seek ways to improve processes and offer ideas as well as research and validate tax documents
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Perform moderately complex operational tax document tasks accurately and within the defined processing time frame.
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Review statements for accuracy; trace and investigate transactions and statements maintaining accuracy tracing to resolve questionable data
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Prepare account reconciliation, review taxes, perform customer account maintenance duties and keep records
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Assist and provide guidance to lower-level Operations accounting clerks with reconciliation of moderately complex problems
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Interact with immediate team and tax functional area on a range of information and adhere to all aspects of the production related standard operating procedures to ensure all internal controls are followed
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Validate federal tax forms and perform outreach to internal client managers or relationship managers to obtain documentation upon receipt
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Receive direction from supervisor and escalate non-routine issues or delays in a timely manner to supervisor and third parties as applicable; may have indirect or direct interaction with internal and external clients
Required Qualifications:-
2+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Bachelor's degree or equivalent certification in Finance and accounting
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2+ years of operations support experience (Preferably Tax), or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
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Awareness of US tax reporting requirements (Form 1099) and W8/W9 Tax forms
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Strong attention to detail and accuracy skills and ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
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Strong time management skills and ability to meet deadlines and ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important.
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Strong clear and concise written and oral communication skills, intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Job Expectations:
- Research and validate tax documents (W-8 and W-9) and keep record.
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Responsible for completing all assigned tasks accurately and within the defined processing time frame.
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Analyzing and reviewing statements for accuracy; tracing and investigating transactions to resolve questionable data. Preparing account reconciliation; performing customer account maintenance duties; reviewing taxes.
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Assists and provides guidance to lower-level Operations accounting clerks and specialists with reconciliation of complex problems.
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May have direct/indirect responsibility for supporting, advising, and handles escalations with guidance as needed.
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May have indirect/direct interaction with internal and external clients. Performs complex projects as requested.
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Adhere to all aspects of the production related SOP's to ensure all internal controls are followed.
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Validate US Tax forms and perform outreach to internal Client Managers or Relationship Managers to obtain documentation and validate tax forms upon receipt.
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Escalate any problems resolving exceptions, issues, or delays in a timely manner to Supervisor and third parties, as applicable.
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Strong analytical skills, good Math and accounts skills and ability to work quickly & accurately while maintaining acceptable standards of workmanship
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Strong knowledge of Word and Excel - Using Pivot table, V lookup, tracing formulas, running macros, If then statements etc.
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Knowledge of Microsoft Access - Knowledge of running queries and pulling data and ability to meet stringent deadlines.
Posting End Date:
5 Aug 2025
*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.
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.
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.
