At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
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 form validation including W-9/W-8 forms, as well as other supporting documents
- Process W-8IMY Intermediary Allocation, and Withholding Statements
- Conduct Annual W-8 recertification or remediation
- Communicate with account representatives to resolve withholding and/or reporting issues
- Respond to audit requests
- Maintain reporting obligations, quality standards and service level agreements
- Perform surveillance by reviewing exception reports and perform periodic checks to ensure compliance with regulatory guidelines, as well as other established risk and control framework
- Receive direction from manager and exercise independent judgment while developing basic knowledge of federal and state tax laws, rulings, regulations and judicial decisions affecting corporations
- Collaborate and consult with peers, managers and stakeholders
Required Qualifications:- 6+ months of Corporate Tax or Accounting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:- Strong understanding of the United States Internal Revenue Service (IRS), and rules/regulations including; FATCA Chapter 3/4/61, CRS, 871m/305c, and 1099/1042-S reporting
- Strong attention to detail
- Excellent interpersonal and organizational skills
- Microsoft Office; intermediate to advanced
- Knowledge of Tax software, such as Broadridge, CTI TFV, Onesource,1099PRO, and Sovos, considered a plus
- Experience with Customer Information Reporting - W-9 and W-8 validation concepts, back-up withholding processes and year-end 1099 reporting routines.
Job Expectations:- Ability to work additional hours as needed.
- Ability to provide and work from a home office
- Willingness to work on-site at stated location on the job opening
Work Schedule:- This position offers a hybrid work schedule, Monday-Friday 8:00am-5:00pm or Monday- Friday 9:00am-6:00pm
Work Locations: 1525 W W T Harris Blvd CHARLOTTE NC 28262-8522
Posting End Date: 15 Jun 2025
*Job posting may come down early due to volume of applicants. We Value Equal OpportunityWells 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 DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol PolicyWells 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.
