Client Reporting Operations Analyst jobs at Wells Fargo in United States, Minneapolis

In this role, you will:

• Prepare comprehensive tax work papers, perform complex account analysis and look for improvements in policies and procedures for the maintenance of tax-related records
• Perform the most complex tax accounting activities related to the preparation of federal, state and local tax returns or the financial statement accounting for income taxes
• Perform analysis of complex transactions and research opportunities to minimize income taxes and management of income tax risks
• Evaluate issues and apply sound business judgment
• Ensure timely and accurate filing of tax returns or consultation on assigned income tax issues
• Perform tax research
• Manage one or more tax professionals and provide functional advice, direction or training
• Provide guidance to less experienced staff regarding established tax policies
• Understand one or more areas of tax law
• Collect and communicate information in response to inquiries from federal and state income tax auditors
• Develop relationships with business units to support their business needs and objectives
• Provide consultation and advice on complex income tax issues
• Manage tax data movement between systems, data validation, system testing, and workflow administration

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:

• Proficient in Excel – ability to utilize VLOOKUP’s, macros, and run large data set analysis
• Experience using PTMS (Property Tax Made Simple) for data import and export
• InfoLease experience
• SQL or Database knowledge
• Advanced SharePoint skills
• PowerBI, BusinessObjects, ThoughtSpot or other data services
• Experience with software requirement writing and testing
• Experience with managing tax data movement between systems, data validation, system testing, and workflow administration
• Experience with filing and paying personal property taxes
• Experience working with personal property taxes in different jurisdictions and states

Job Expectations:

• This position may be located at one of the posted locations listed below and other locations will not be considered.
• Ability to work a hybrid schedule, three (3) days in office and two (2) days remote.

Location:

• 600 S 4th St Minneapolis, MN
• 801 Walnut St Des Moines, IA

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Provide meaningful assessments of current financial/regulatory reporting control environment, including internal control over Bank financial and regulatory reporting environment

• Develop, govern and oversee COSO-based policies for financial regulatory reporting internal controls; maintain same and proactively anticipate internal controls matters

• Monitor new and emerging internal control and regulatory reporting related guidance and issues; facilitate stakeholder training to mitigate risks

• Be SME consultant in process and control related matters with evaluation of control deficiencies, remediation efforts and implementation ofprojects/initiatives,including our Financial Reporting Governance & Oversight Policy

• Partner with regulators, Corporate Finance, Treasury and other stakeholders

• Be self-motivated change agent for continual improvement of the control environment

Required Qualifications:

• 4+ years of Finance, Accounting, Analytics, Reporting or Business and Technology Audit experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Knowledge/understandingof regulatory agencies and their authority: Federal Reserve and OCC

• Experience with COSO Framework; financial services or banking a plus

• Big 4/public accounting experience, audit or internal controls testing experience

• Active Certified Public Accountant (CPA) designation

• Proven success in prioritizing work and meeting deadlines in complex, matrixed environment

• Able to manage high level of responsibility with proactive initiative and accountability

• Tailored communication and experience creating/presenting material to strong-minded senior leaders

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Participate in low to moderately complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operations
• Review and analyze basic or tactical functional operational tasks or challenges that require research, evaluation, and selection of alternatives; exercise independent judgment related to low-to-medium risk deliverables
• Present recommendations for resolving low to moderately complex situations related to a full process within a trade environment while developing understanding of function, policies, procedures, and compliance requirements
• Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
• Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
• Resolve low to moderately complex escalated issues within the scope of responsibility in Security Operations
• Research low to moderately complex business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Exercise independent judgment in understanding trade settlement workflow controls to minimalize the effects of operational breakdowns
• Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
• Contribute and may lead implementation of projects, new or revised processes, and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk

Required Qualifications:

• 2+ years of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 6+ months of Accounts Receivable and Accounts Payable experience.
• 6+ months of trust operations experience.
• Bachelor’s degree in economics, finance, accounting or related field
• Exposure to Wells Fargo Trust operations applications and systems such as: SEI Trust 3000 and TRMS (Trust Money Movement Systems).
• Understanding of trust products and specialty assets related to oil, gas, mineral, real estate or insurance assets.
• Strong attention to detail and accuracy skills.
• Ability to navigate multiple computer systems, applications, and utilizing search tools to find information.
• Ability to research and report on variety of issues and possess solid problem-solving skills.
• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgement.
• Excellent verbal, written, and interpersonal communication skills.

Job Expectations:

• Ability to work a hybrid schedule, three (3) days in office and two (2) days remote from 7:30AM to 4:30PM.
• Willingness to work on-site at posted location (550 S 4th St
  MINNEAPOLIS, MN 55415)
• This position is not eligible for Visa sponsorship

Pay Range

.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

In this role, you will:

• Lead cross-functional teams to strategize, plan, and execute a variety of programs, services, and initiatives that directly support the operational effectiveness of the team.
• Drive accountability for assigned initiatives, mitigate risk exposure, andidentify opportunitiesto create efficiencies and improve execution.
• Advance strategic communication efforts to elevate visibility of team initiatives across the organization, ensuring impactful storytelling and effective escalation of key outcomes to leadership.
• Support the design and refinement of strategy , ensuring alignment with business goals and measurable outcomes.
• Monitor progress and performance through data-driven assessments, leveraging creative approaches to solve complex issues and develop actionablerecommendations.
• Facilitate decision-making in highly complex and multifaceted situations, applying a solid understanding of the business group's functional areas to resolve issues and implement solutions.
• Deliver outcome-oriented storytelling , translating insights and progress into compelling narratives that inform and influence stakeholders.
• Collaborate and consult with members of the Business Execution team, team leaders, and strategic partners to drive initiatives forward.

Required Qualifications:

• 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

• Advanced PowerPoint and visual storytelling skills , with a strong ability to structure strategic narratives that drive clarity and alignment.
• Exceptional organizational instincts , capable of managing multiple priorities with precision, discretion, and a focus on outcomes.
• Strong analytical and problem-solving capabilities , with a demonstrated ability to synthesize complex information and strategies into actionable insights.
• Highly proactive and resourceful , comfortable navigating ambiguity and driving progress independently.
• Proven experience collaborating with senior executives and cross-functional teams , with a track record of influencing strategic direction.
• Demonstrated success supporting executive-level decision-making , strategic planning, and progress monitoring through data-driven storytelling.

Job Expectations:

• Hybrid work schedule 550 S 4th St., Minneapolis, MN
• Relocation assistance is not available for this position
• Ability to travel up to 5-10% of the time
• This position is not eligible for Visa sponsorship

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this Role

As a key member of the team, you will ensure alignment with HR Product and Portfolio Management standards and best practices. You will work closely with cross-functional partners across HR, Legal, Technology, and Risk to deliver scalable solutions using.

In this role, you will:

• Lead cross-functional teams to strategize, plan, and execute HR technology initiatives.

• Drive accountability and efficiency while managing risk exposure across assigned programs.

• Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations

• Review strategic approaches and effectiveness of support function and business performance

• Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products, facilitate decision making and issue resolution, and support implementation of developed solutions and plans

• Influence, guide and lead less experienced Strategy and Execution staff within the group

• Facilitate decision-making and support implementation of strategic plans.

• Collaborate with Business Execution team members and leadership to drive HR transformation.

• Lead and facilitate end-to-end workflow design sessions for HR Service Delivery processes.

• Elicit, analyze, and document functional, non-functional, and technical requirements for HRSD modules including:

  • HR Case Management

  • HR Agent Workspace

  • Employee Relations

  • Virtual Agent

  • Live Chat

  • Now Assist (Generative AI / Agentic AI features)

• Serve as the primary liaison between business stakeholders and technical teams, translating complex HR needs into scalable product solutions.

Required Qualifications

• 5+ years of experience in Business Execution, Implementation, or Strategic Planning, or equivalent demonstrated through work experience, training, military service, or education.

Desired Qualifications

• Proven expertise in ServiceNow HR Service Delivery , with hands-on experience in modules such as HR Case Management, Employee Relations, Live Chat, and Now Assist.

• Demonstrated ability to lead cross-functional teams through workflow mapping, requirements gathering, testing, and solution delivery.

• Strong analytical, communication, and problem-solving skills.

• Track record of successful HRSD implementations and enhancements.

• Familiarity with Agile methodologies and product lifecycle management.

• Strong interpersonal skills and the ability to influence and guide less experienced team members.

• Experience working in a highly regulated environment.

• Experience leading and facilitating workshops and discussions to meet client objectives and desired outcomes

• Experience driving the requirements process with both technical and business partners

• Experience interpreting business and technical needs and translating them into user stories

• Experience managing complex technology projects and presenting to multiple levels of management

• Ability to operate as part of cross functional work streams to execute projects with quality and on-time

• Knowledge of HR business processes

• Excellent verbal, written and interpersonal communication skills

• Strong organizational, multi-tasking and prioritization skills

• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

• Ability to work in a fast-paced, collaborative environment.

• Willingness to adapt to changing priorities and business needs.

Job Expectations

• This position offers a hybrid work schedule

• Relocation assistance is not available for this position

• This position is not eligible for Visa sponsorship

• Up to 5% travel

Posting Locations:

• Minneapolis, MN

• Charlotte, NC

• Phoenix, AZ

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Perform quality control and audit reviews of client statements, trade confirmations, and prospectus mailings to ensure regulatory and procedural compliance.
• Coordinate and execute ad hoc mailings, including Quick Turn Letters (QTLs), fiscal summaries, and 401(b) letters, in partnership with business owners and third-party vendors
  Monitor and reconcile prospectus activity, including suppression logic, unfulfilled obligations, and file transmissions to/from Broadridge.
• Maintain documentation and records for all mailings in accordance with supervisory procedures and audit requirements
• Support process improvement initiatives and contribute to the development and maintenance of standard operating procedures (SOPs).
• Collaborate with internal stakeholders (e.g., Compliance, Legal, Technology) to ensure timely and accurate delivery of client communications.
• Participate in internal audits and provide documentation and responses as needed
• Participate in low to moderately complex lifecycle support initiatives and identify opportunity for process improvements within Securities Operations
• Review and analyze basic or tactical functional operational tasks or challenges that require research, evaluation, and selection of alternatives; exercise independent judgment related to low-to-medium risk deliverables
• Present recommendations for resolving low to moderately complex situations related to a full process within a trade environment while developing understanding of function, policies, procedures, and compliance requirements
• Provide information to, collaborate, and consult with peers, colleagues and managers, including internal and external customers, to resolve issues and achieve goals
• Develop expertise in the following operational processes including client account onboarding, cash payments, customer service, funding operations, custodial operations, securities settlement services, structured loan operations, and general ledger reconciliation
• Resolve low to moderately complex escalated issues within the scope of responsibility in Security Operations
• Research low to moderately complex business risks, provide input into policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
• Exercise independent judgment in understanding trade settlement workflow controls to minimalize the effects of operational breakdowns
• Support overall effectiveness of the team according to plans; monitor daily securities and cash related production work
• Contribute and may lead implementation of projects, new or revised processes, and procedures that require coordination among operation teams and perform analysis for initiatives that support business strategies making decisions on matters with financial impact and risk

Required Qualifications:

• 2+ years of experience in financial operations, preferably within a broker-dealer or wealth management environment.

Desired Qualifications:

• 2+ years of experience in client reporting operations or related functions (e.g., statement processing, regulatory mailings).
• Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment.
• Proficiency in Microsoft Excel, Word, and Outlook; experience with workflow tools and document repositories.
• Familiarity with regulatory requirements related to client communications (e.g., SEC, FINRA).
• Experience with Broadridge systems or similar third-party mailing platforms.
• Exposure to audit processes and quality control frameworks.
• Knowledge of Access Equals Delivery (AED) and suppression logic for prospectus mailings.
• Bachelor’s degree in business, Finance, or related field.
• Series 7 or other FINRA License holder.

Job Expectations:

• Ability to work a hybrid schedule, three (3) days in office and two (2) days remote.
• Willingness to work on-site at posted location (550 S 4th St
  MINNEAPOLIS, MN 55415)
• This position is not eligible for Visa sponsorship

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Perform moderately complex to complex tax accounting activities related to the preparation of state and local business personal property tax returns or the financial statement accounting for personal property taxes

• Prepare comprehensive tax work papers, perform account analysis, and prepare responses to audit requests

• Research memos or correspondence and embody and model compliance and risk management requirements for supported area

• Exercise proficiency in accounting and multi-jurisdictional personal property tax laws, rules and regulations

• Develop knowledge of state and local personal property tax laws, rulings, regulations and judicial decisions

• Perform basic personal property tax research

• Maintain records related to personal property tax returns and reports

• Work with moderate to minimal supervision

• Provide functional advice to less experienced staff

• Consult on personal property tax related matters with lines of business and other control functions

• Develop relationships with assigned business units related to the collection and analysis of information important to personal property tax accounting or compliance

• Work with business partners to collect internal financial or tax data, perform data analysis, test for accuracy, identify and resolve data problems

• Participate in projects

• Communicate and provide consultation regularly with mid-level stakeholders companywide

Required Qualifications:

• 2+ years of Corporate Tax, Finance, Accounting, Analytics, Reporting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years of Property tax experience

• Knowledge and understanding of equipment finance and leasing

• Knowledge and understanding of tax software such as Property Tax Management Software (PTMS) and Tax Research software (CCH, IRA)

• Completion of a Certified Public Accountant (CPA) designation or CMI - Property Tax Certification

• Strong analytical skills with high attention to detail and accuracy

• Advanced Microsoft Office (Word, Excel, Outlook, and Access) skills

• A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting

Job Expectations:

• Ability to work a hybrid schedule

• Willingness to work on-site at stated location on the job opening

• This position is not eligible for Visa sponsorship

Posting Locations:

• Minneapolis, Minnesota

• Des Moines, Iowa

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.