Customer Tax Associate jobs at Wells Fargo in United States, Minneapolis

Duties & Responsibilities:

• Research and respond to telephone, fax, or other inquiries and investigations from internal and external customers in a timely manner.
• Prepare and maintain a record of all inquiries andinvestigations.
• Investigate and research more complex data and problems by gathering and analyzing appropriate information.
• Partner with appropriate resources to seek out solutions to problems.
• Research and resolve problems within established department timeframes.
• Perform duties and assignments within established timeframes, ensuring proper follow-up and completion.
• Communicate resolution to the appropriate party in a timely manner.

Required Qualifications:

• 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 2+ years financial services experience
• Call center customer service experience in the financial services industry
• Ability to coordinate completion of multiple tasks and meet aggressive time frames
• Ability to effectively listen and elicit information
• Ability to interact with all levels of an organization
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to provide strong customer service while actively listening and responding in an appropriate manner
• Ability to take initiative and work independently with minimal supervision in a structured environment
• Good PC skills with the aptitude to learn new systems quickly
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Strong data entry and attention to detail skills
• Strong research and documentation skills
• Knowledge and understanding of service level agreement process
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
• Ability to work in a fast-paced deadline driven environment
• Strong organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Solid problem analysis and resolution skills
• Strong analytical skills with high attention to detail and accuracy
• Exposure to Wells Fargo ACH (Automated Clearing House) System
• Accredited ACH Professional (AAP)

Job Expectations:

• Must be able to attend full duration of required training period (Approx. 60 days)
• Must work on-site at the location posted (3-day/week in-office requirement)
• Work Schedule Monday-Friday 8:30am-5pm CT

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:

• 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:

• Identify ways to improve loan processing within established procedures

• Perform routine administrative, transactional, operational, and customer support tasks

• Enter data, process payments and loan coding changes, monitor, research and correct exception reports, audit the system of record, and process cash management transactions

• Receive direction from supervisors, and escalate non-routine client concerns to experienced individuals

• Interact with internal and external customers to respond to the raised concerns as well as determine appropriate course of action

• Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly

Required Qualifications:

• 6+ months of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Proficient in commercial loan documentation, with specialized expertise in title-related matters

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

• Intermediate Microsoft Office skills

• Ability to manage self-paced work environment

• Sound analytical skills with high attention to detail and accuracy

• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position is not eligible for Visa sponsorship

• Candidate must be based out of posted location

• This position offers a full time in office work schedule

• Relocation assistance is not available for this position

• Ability to work additional hours as needed

Posting Locations:

• MINNEAPOLIS, MN

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 supporting internal and external customers by providing a variety of support services in account management, operations, documentation, customer service and technical support and identify opportunity for process improvements within Customer Service- Licensed

• Review and analyze less complex product or service information, and exercise independent judgment to guide operational efficiencies, quality and compliance

• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the policies, procedures and compliance requirements

• Collaborate and consult with colleagues, internal partners and stakeholders

• Provide guidance to less experienced staff

Required Qualifications:

• 2+ years of Customer Service- Licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Desired Qualifications:

• 2+ years of brokerage customer service experience in a licensed environment

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment

• Ability to process complex transactions and perform extensive research to resolve complex customer issues

• Experience meeting high production and quality standards

• Strong analytical skills with high attention to detail and accuracy

• Excellent verbal, written, and interpersonal communication skills

• Experience importing, exporting, and manipulating data using Microsoft Excel

Job Expectations:

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

• Work schedule may vary between 6 am – 8 pm Monday – Friday. Ability to work nights, weekends, and/or holidays as needed. Schedules will be set as need is determined.

• US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. This will be communicated at time of offer acceptance. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required

• Required Absence for FINRA 10 consecutive business days – or 80 hours if working 10 hour shifts

Posting Location:

• Minneapolis, Minnesota

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.

In this role, you will:

• Perform Global (specifically USA) tax accounting and account reconciliation activities supporting the monthly, quarterly and year-end tax provision and tax account reconciliation processes.

• Prepare monthly Tax provision work papers and assist in the preparation of the year-end external Tax audit work papers.

• Support Tax Provision process by assisting in the monthly tax system maintenance and updating reports that support the monthly closing process

• Collect and process accounting and income tax information.

• Maintain documentation supporting Sarbanes-Oxley (SOX) and internal audits.

Required Qualifications

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

Desired Qualifications:

• An active Certified Public Accountant (CPA) designation

• Masters degree in Accounting or Tax

• 2+ years Corporate Tax Experience

• Financial services industry experience

• Strong analytical skills with high attention to detail and accuracy

• Experience working with changing priorities and deadlines

• Ability to take on a high level of responsibility, initiative, and accountability

• Advanced Microsoft Office Suite experience

• Essbase and/or SmartView experience

• Excellent verbal, written, and interpersonal communication skills

• Ability to be flexible and adjust plans quickly to meet changing business needs

Job expectation

• Ability to travel up to 5% of the time

• Hybrid work arrangement

• Position is not eligible for Visa sponsorship

• Flexibility to adjust work schedule in accordance to the time zone for the market you are supporting

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 tax accounting activities related to the preparation of federal, state and local customer information tax reporting returns.
• Prepare routine tax work papers, reconciliations, responses to internal information requests, research memos and correspondence.
• Maintain required records related to customer information reporting tax returns and reports.
• Receive direction from manager and exercise independent judgment while developing basic knowledge of federal and state and local customer information reporting tax laws, rulings, regulations.
• Collaborate and consult with peers, managers and stakeholders.

Required Qualifications, US:

• 6+ months of Corporate Tax experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• Experience with Customer Information Reporting - W-9 and W-8 validation concepts, back-up withholding processes and year-end 1099 reporting routines.
• Strong attention to detail and accuracy skills
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
• Strong time management skills and ability to meet deadlines.
• Strong, clear and concise written and oral communication skills.
• Experience in tax operations, tax risk mitigation, or tax compliance in a large financial institution.
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.

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 offersa hybrid workschedule, Monday-Friday 8:00am-5:00pm

Work Locations:

• 550 S 4th St MINNEAPOLIS, MN 55415

Job posting may come down early due to volume of applicants.

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.