Role description
From the employerAbout this role
- Wells Fargo is seeking a Senior Tax Analyst to support U.S. tax compliance, with
- an opportunity to contribute to ongoing automation and data transformation
- efforts within the tax function. Learn more about our career areas and business
- divisions at wellsfargojobs.com [https://www.wellsfargojobs.com/].
- This role is primarily focused on the preparation and review of U.S. federal and
- state corporate income tax returns, while supporting initiatives that enhance
- accuracy, efficiency, and data quality through reduction in manual effort and
- process consistency.
In this role, you will
- Prepare and review moderately complex to complex federal and state corporate
income tax returns, including book-to-tax adjustments.
- Ensure timely, accurate, and well-documented tax filings with audit-ready
workpapers.
- Research tax issues and prepare technical memoranda with clear documentation
of positions taken.
- Support responses to tax authority examinations, audits, and information
requests.
- Identify and support opportunities to improve efficiency in tax compliance
workflows, including data intake and workpaper standardization.
- Support or lead automation and data-related initiatives by applying such
tools as Alteryx, Power BI, or similar solutions.
- Assist in developing more standardized and repeatable data processes to
reduce manual effort and improve consistency.
- Collaborate cross-functionally with Finance, Technology, and Data teams to
support alignment of data sourcing and use of technology in tax processes
with broader enterprise initiatives.
- Ensure adherence to internal controls, risk management frameworks, and
documentation standards.
- Collaborate with team members and provide guidance and mentorship to promote
consistent documentation and data handling practices.
Required Qualifications
- 4+ years of Corporate Tax experience, or equivalent demonstrated through one
or a combination of the following: work experience, training, military
experience, education.
Desired Qualifications
- Basic to intermediate familiarity with data analytics concepts and tools as
applied to tax compliance and reporting.
- Advanced Microsoft Excel skills, including PivotTables, Power Query, complex
formulas, and data validation techniques.
- Demonstrated ability to identify process improvements or efficiencies within
a compliance or reporting environment.
- Strong attention to detail with a focus on data integrity, accuracy, and
maintaining audit-ready documentation.
- Active Certified Public Accountant (CPA) and/or Master’s degree in Taxation
or Accounting.
- Hands-on experience with Alteryx or similar data transformation tools.
- Exposure to AI applications in tax, finance, or data processing environments.
- Experience preparing or reviewing U.S. federal and state corporate income tax
returns, including consolidated and unitary filings.
- Banking or financial services tax experience, including familiarity with U.S.
GAAP in a financial services environment.
- Experience with Oracle General Ledger and corporate income tax compliance
software.
- Strong written and verbal communication skills, with the ability to work
effectively across distributed teams.
- Self-starter with strong analytical, technical tax, and research
capabilities.
- Experience with data visualization tools such as Power BI or Tableau.
- Basic familiarity with SQL or Python for data extraction, transformation, or
analytics.
Job Expectations
- Position will require onsite presence at one of the required locations listed
below in a hybrid work schedule.
- Flexibility to support global teams across time zones.
- This position is not eligible for Visa sponsorship.
- Relocation assistance not available for this position.
Position Locations
- 11625 North Community House Road, Charlotte, NC
- 401 Las Colinas Blvd West, Irving, TX
Posting End Date
- 21 Aug 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.
- 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
- [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.