Lead Tax Analyst

Job Summary

Wells Fargo is hiring a Lead Tax Analyst in Charlotte, Mecklenburg County, US. The role focuses on U.S. Federal and State tax withholding and information reporting for a global financial institution.

Key Responsibilities

• Provide expert advice to internal business and risk management teams on interpretation and application of U.S. Federal and State tax withholding and reporting requirements.
• Analyze tax implications across a broad range of financial products, payment types, and cross‑border transactions.
• Develop, maintain, and continuously improve job aids, reference guides, and standard operating procedures for tax compliance.
• Collaborate with legal, finance, and operations partners to ensure accurate tax reporting and timely filing.
• Monitor changes in tax legislation and regulatory guidance, and communicate impacts to stakeholders.
• Lead tax training sessions and mentor junior tax analysts.

Qualifications

• 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 banking or financial services.
• Strong knowledge of IRS publications, state tax authorities, and FATCA/CRS reporting requirements.
• Excellent analytical, communication, and stakeholder management skills.
• Proficiency with tax software, Excel, and data‑analysis tools.

Compensation

Annual salary: $115,958.20

Location

Charlotte, Mecklenburg County, United States

Frequently Asked Questions

What does a Lead Tax Analyst do at Wells Fargo?

You will advise internal teams on U.S. Federal and State tax withholding, develop compliance guides, monitor regulatory changes, and mentor junior analysts.

What qualifications are required for this position?

A bachelor’s degree in accounting or finance (CPA or JD preferred) and at least 5 years of experience in U.S. tax withholding and reporting for financial institutions.

Where is the job located and what is the salary?

The role is based in Charlotte, Mecklenburg County, US, with an annual salary of $115,958.20.