Wells Fargo Senior Securities Operations Specialist - Fiduciary Tax Services United States, North Carolina, Charlotte 979561185
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About this role: Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Fiduciary Tax Services unit of Wealth and Investment Management Operations.Learn more about our career areas and lines of business at.
This tax technical Senior Specialist will support Fiduciary Tax Services as an individual contributor to ensure consistent and controlled oversight and review of the preparation of fiduciary income tax returns, charitable tax returns, transfer tax returns, and tax information reporting returns. The Senior Specialist will also serve as the point of contact for our primary tax vendor,PricewaterhouseCoopers, our administrative and investment partners in Banking Lending and Trust, and outside accountants.
In this role, you will:
Lead or participate in moderately complex lifecycle initiatives and support tasks related to fiduciary, charitable, estate, gift, and inheritance tax requirements and tax return preparation
Maintain databases which track the preparation of tax and information returns, receipt, and disposition of tax notices from federal and state taxing authorities, and confirmation and receipt of fiduciary tax refunds
Independently resolve moderately complex issues and recommend opportunities for process improvement and risk control development
Collaborate and facilitate coordination with trust and estate administrative officers, mid-level trust and trust directors to resolve issues and achieve goals
Manage expertise in the following operational processes including reviewing and/or validating Forms W-8 and W-9 for withholding tax purposes
Resolve moderately complex escalated issues with internal and external accountants and clients to complete the tax compliance process
Research moderately complex business risks, influence policies, enhance customer satisfaction, and review time sensitive documents and transaction requests
Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Contribute to overall effectiveness of the team and collaborate with colleagues and managers to resolve issues and achieve goals
Required Qualifications:
4+ years of Securities Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
DesiredQualifications:
4+ years of fiduciary, charitable, and information tax return reporting and preparation experience
2+ years of Operational Risk and Control Management experience
Demonstrated knowledge of estate, gift, and Generation-Skipping Transfer Tax (GSTT)
Understanding of US state trust taxation issues for a national financial institution and exposure to SEI Trust 3000
Effective problem solving, decision-making, organizational, multi-tasking, and prioritization skills
Ability to work independently, proactively, innovatively and creatively while expressing sound judgement
Ability to work in a fast-paced, deadline driven environment
Excellent verbal, written and interpersonal communication skills
Strong analytical skills with a high attention to detail and accuracy
Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
Certified Public Accountant (CPA) designation or Enrolled Agent or equivalent certification
A BS/BA degree or higher in accounting, finance, or other business related field
Advanced Microsoft Office Suite skills
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
Location:
Charlotte, North Carolina (CIC - 1525 W WT Harris Blvd.)
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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