Lead Tax Analyst

Wells Fargo is hiring a Lead Tax Analyst in Minneapolis, Hennepin County, US, offering a salary of $129,244.80. This senior role focuses on U.S. Federal and State tax withholding and reporting for a global financial institution.

Key Responsibilities

• Provide expert advice to internal business and risk management teams on U.S. Federal and State tax withholding and information‑reporting requirements.
• Interpret tax regulations and apply them to a wide variety of financial products, payment types, and cross‑border transactions.
• Develop, update, and maintain comprehensive job aids, guidelines, and standard operating procedures.
• Collaborate with compliance, legal, finance, and operations teams to ensure accurate tax treatment and reporting.
• Conduct tax risk assessments and recommend mitigation strategies.
• Lead training sessions and workshops for staff on tax withholding and reporting obligations.
• Monitor changes in tax legislation and proactively adjust internal processes.

Qualifications & Skills

• Bachelor’s degree in Accounting, Finance, Taxation, or related field; CPA or JD preferred.
• 5+ years of experience in U.S. Federal and State tax withholding and information reporting, preferably within a financial services environment.
• Strong knowledge of IRS publications, state tax codes, and FATCA/CRS reporting requirements.
• Excellent analytical, problem‑solving, and communication skills.
• Ability to influence senior stakeholders and work cross‑functionally.
• Proficiency with tax reporting systems and advanced Excel/SQL skills.

Compensation

Salary: $129,244.80 per year (fixed). Wells Fargo offers a competitive benefits package, including health, retirement, and professional development opportunities.

Frequently Asked Questions

What tax areas will the Lead Tax Analyst focus on?

The role concentrates on U.S. Federal and State tax withholding and information‑reporting requirements for a broad range of financial products and payments.

What experience is required for this position?

At least 5 years of experience in U.S. tax withholding and reporting, preferably within a financial institution, and a relevant degree or CPA/JD.

Where is the job located?

The position is based in Minneapolis, Hennepin County, United States.