Tax Analyst

About This Role

Wells Fargo is seeking a Tax Analyst.

Key Responsibilities

• Perform moderately complex to complex tax accounting activities related to the preparation of federal, state and local income tax returns or the financial statement accounting for income taxes.
• Prepare comprehensive tax work papers, perform account analysis, and prepare responses to audit requests.
• Research memos or correspondence and embody and model compliance and risk management requirements for supported area.
• Exercise proficiency in accounting and multi-jurisdictional income tax laws, rules and regulations.
• Develop knowledge of federal and state income tax laws, rulings, regulations and judicial decisions.
• Perform basic income tax research.
• Maintain records related to income tax returns and reports.
• Work with moderate to minimal supervision.
• Provide functional advice to less experienced staff.
• Consult on income tax related matters with lines of business and other control functions.
• Develop relationships with assigned business units related to the collection and analysis of information important to income tax accounting or compliance.
• Work with business partners to collect internal financial or tax data, perform data analysis, test for accuracy, identify and resolve data problems.
• Participate in projects.
• Communicate and provide consultation regularly with mid-level stakeholders companywide.

Job Expectations

• Prepare and review moderately complex to complex federal and state corporate income tax returns, including book-to-tax adjustments.
• Ensure timely, accurate, and well-documented tax filings with audit-ready workpapers.
• Research tax issues and prepare technical memoranda with clear documentation of positions taken.
• Support responses to tax authority examinations, audits, and information requests.
• Identify and support opportunities to improve efficiency in tax compliance workflows, including data intake and workpaper standardization.
• Support or lead automation and data-related initiatives by applying such tools as Alteryx, Power BI, or similar solutions.
• Assist in developing more standardized and repeatable data processes to reduce manual effort and improve consistency.
• Collaborate cross-functionally with Finance, Technology, and Data teams to support alignment of data sourcing and use of technology in tax processes with broader enterprise initiatives.
• Ensure adherence to internal controls, risk management frameworks, and documentation standards.
• Collaborate with team members and provide guidance and mentorship to promote consistent documentation and data handling practices.

Requirements & Tech Stack

• Corporate Tax, Finance, Accounting, Analytics, Reporting experience.
• Proficiency in accounting and multi-jurisdictional income tax laws, rules and regulations.
• Knowledge of federal and state income tax laws, rulings, regulations and judicial decisions.
• Basic income tax research skills.
• Ability to maintain records related to income tax returns and reports.
• Ability to work with moderate to minimal supervision.
• Ability to provide functional advice to less experienced staff.
• Ability to consult on income tax related matters with lines of business and other control functions.
• Ability to develop relationships with assigned business units related to the collection and analysis of information important to income tax accounting or compliance.
• Ability to work with business partners to collect internal financial or tax data, perform data analysis, test for accuracy, identify and resolve data problems.
• Ability to participate in projects.
• Ability to communicate and provide consultation regularly with mid-level stakeholders companywide.

Qualifications

• 2+ years of Corporate Tax, Finance, Accounting, Analytics, Reporting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications

• CA/CPA/ICWA/MBA-Finance with 2+ years of US corporate tax compliance experience in public accounting and/or multinational corporation.
• Basic to intermediate familiarity with data analytics concepts and tools as applied to tax compliance and reporting.
• Experience in using Corptax tax preparation software.
• Advanced Microsoft Excel skills, including PivotTables, Power Query, complex formulas, and data validation techniques.
• Demonstrated ability to identify process improvements or efficiencies within a compliance or reporting environment.
• Strong attention to detail with a focus on data integrity, accuracy, and maintaining audit-ready documentation.
• Hands-on experience with Alteryx or similar data transformation tools.
• Exposure to AI applications in tax, finance, or data processing environments.
• Banking or financial services tax experience, including familiarity with U.S. GAAP in a financial services environment.
• Experience with Oracle General Ledger and Hyperion Essbase environment.
• Strong written and verbal communication skills, with the ability to work effectively across distributed teams.
• Self-starter with strong analytical, technical tax, and research capabilities.
• Experience with data visualization tools such as Power BI or Tableau.
• Basic familiarity with SQL or Python for data extraction, transformation, or analytics.