Wells Fargo is seeking a highly experienced Tax Associate to support complex tax withholding operations within the Enterprise Customer Tax Utility (ECTU). The role requires expertise in tax compliance, validations, and reconciliations, while also providing leadership and mentorship to junior staff
Job Summary
This role ensures accuracy and compliance across withholding validations, reconciliations, remittances, and tax reporting activities while providing subject-matter expertise and leadership within the team.
Key responsibilities include validating customer tax withholdings, assessing refund eligibility, managing IRS deposits, and performing reconciliations.
The position requires strong analytical, math, and accounting skills, with a willingness to work late shift hours to support remittance cycles.
Matching Summary
Match Score: 85
Wells Fargo is seeking a highly experienced Tax Associate to support complex tax withholding operations within the Enterprise Customer Tax Utility (ECTU). The role requires expertise in tax compliance, validations, and reconciliations, while also providing leadership and mentorship to junior staff.
Skills & Requirements
Must-have
Withholding tax validations
Tax status and codes
Refund eligibility assessment
IRS remittance management
Advance Deposit and DDA accounts
W-8/W-9 forms knowledge
FATCA, CRS, IGAs, Tax Treaties
Nice-to-have
Strong attention to detail
Ability to work under pressure
Collaborate across organizational levels
Flexible and adaptable
Proactive monitoring and escalation
Key Requirements
Bachelor's degree / MBA in Finance or Accounting
Strong Excel skills (Pivot Tables, VLOOKUP, IF statements, macros)