In this role, you will:
- Learn and support multiple processes related to IRS reporting and tax withholdings.
- Support W-8 & W-9 reporting of taxes, as well as prepare year end statement for borrowers
- Report operational losses across Commercial Mortgage Servicing, managing a general mailbox for reporting and various internal requests
- Analyze and compare reports to identify the population of withholdings, accommodations, andexceptions/exclusions,which may vary by portfolio, and coordinate across business partners to resolvediscrepancies/barriers
- Ensure adherence to compliance, legal, and legal regulations and policies on all projects managed
- Provide updates on project logs and operations reviews
- Strategically collaborate and consult with peers, colleagues, and mid-level to senior managers to resolve issues and achieve goals
- Lead projects, teams, or serve as a peer mentor to staff, interns and external contractors
Required Qualifications:
- 5+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- 3+ years of IRS reporting, tax withholding, or commercial mortgage tax experience
Desired Qualifications:
- Strong accounting experience
- Detail oriented
- The ability to meet deadlines and work in a deadline driven environment
- Experience with IRS Reporting on commercial real estate loans
- Experience with TAXIE
- Reporting experience
Job Expectations:
- This position will sit at one of the posted locations listed below and other locations will not be considered
- Visa sponsorship is not available for this position
Location:
- 2800 S Price Rd Chandler, AZ
- 550 S Tryon St Charlotte, NC
17 Jul 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.