Tax Analyst

Wells Fargo•Minneapolis, MN

4d•$68,000 - $114,000•Remote

About The Position

Wells Fargo is seeking a Tax Analyst to support the preparation and review of components of the organization’s U.S. federal and income tax returns, including related book-to-tax adjustments, account analysis, and audit-ready documentation. This role will be part of the initiative to operate in a data-driven and technology-enabled tax environment and will collaborate across Corporate Tax, Finance, and Data/Technology teams while adhering to internal control standards.

Requirements

2+ years of Corporate Tax experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Nice To Haves

Working knowledge of data analytics concepts and their application to tax compliance and reporting processes
Advanced Microsoft Excel proficiency, including PivotTables, Power Query, complex formulas, and data validation techniques
Ability to perform data reconciliations, trend analysis, and variance analysis to support tax filings and audits
Familiarity with tax-relevant data sources such as general ledger data, trial balances, fixed asset data, and transaction-level detail
Strong attention to data accuracy, integrity, and documentation, including maintaining audit-ready workpapers
Hands-on experience with Alteryx or similar data transformation tools
Active Certified Public Accountant (CPA)and/or Master’s degree in Taxation or Accounting
Experience preparing U.S. federal and state corporate income tax returns (including consolidated and unitary returns)
Banking/financial services income tax experience and understanding of U.S. GAAP principles in a financial services environment
Proficiency with Oracle General Ledger, and corporate income tax compliance software
Strong verbal and written communication skills; ability to work effectively with remote team members and management
Self-starter with strong analytical, tax technical, and research skills
Experience supporting tax process improvements, system implementations, or workflow/document management tools used in tax processes
Familiarity with Power BI, Tableau, or similar visualization tools for reporting and analysis
Exposure to SQL and/or Python for data extraction, transformation, or analytics

Responsibilities

Prepare and support the preparation of U.S. federal and state income tax return workpapers and filings, including book-tax adjustments and supporting schedules
Review less complex book-tax adjustments, supporting workpapers and tax returns for accuracy, completeness, and adherence to established procedures and controls
Support timely and accurate filing of corporate income tax returns by tracking deliverables, managing dependencies, and escalating issues appropriately
Research routine-to-moderately complex tax issues, summarize findings, and draft written analysis and conclusions in alignment with compliance and risk management expectations
Collect, organize, and provide data and workpapers in response to federal and state income tax audits; ensure responses are complete, accurate, and timely
Acquire, validate, transform, and reconcile tax-relevant data from multiple sources
Perform account analysis and support return-to-provision and/or return-to-ledger reconciliations; investigate variances and document conclusions in audit-ready workpapers
Use advanced Excel capabilities and approved analytics tools to transform and analyze data, identify anomalies, and support tax calculations.
Contribute to practical process improvements and leverage basic workflow automation concepts or standardized data pipelines, where available, to improve efficiency and consistency in recurring tax processes.