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Wells Fargo Customer Tax Associate United States, Minnesota, Minneapolis 836453416
03.04.2025
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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 provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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