About this role:

Wells Fargo is seeking a Lead Tax Representative.

In this role, you will:

• Research and validate tax documents (W-8 and W-9) and keep record.
• Responsible for completing all assigned tasks accurately and within the defined processing time frame.
• Perform second level reviews of validated tax forms.
• Analyzing and reviewing statements for accuracy; tracing and investigating transactions to resolve questionable data. Preparing account reconciliation; performing customer account maintenance duties; reviewing taxes.
• Assists and provides guidance to lower-level Operations accounting clerks and specialists with reconciliation of complex problems. May have direct/indirect responsibility for supporting, advising, and handles escalations with guidance as needed.
• May have indirect/direct interaction with internal and external clients. Performs complex projects as requested.
• Adhere to all aspects of the production related SOP’s to ensure all internal controls are followed.
• Validate US Tax forms and perform outreach to internal Client Managers or Relationship Managers to obtain documentation and validate tax forms upon receipt.
• Escalate any problems resolving exceptions, issues, or delays in a timely manner to Supervisor and third parties, as applicable.
• Act in absence of Line Manager, be a point of contact for stakeholders, lead Team agenda.
• Responsible for management reports as needed.

• Support performance and overall effectiveness of team and cross-group operations as well as research and validate tax documents

• Be responsible for completing complex assigned tasks accurately and within the defined processing time frame and keep records

• Proactively provide feedback and present ideas for improving or implementing processes and tools with functional area impact

• Perform or guide others on complex tasks that require planning, evaluation and interpretation and perform second level reviews of validated tax forms

• Analyze and review statements for accuracy; trace and investigate transactions to resolve questionable data

• Prepare account reconciliation, review taxes, perform customer account maintenance and generate management reports as needed

• Independently prioritize work and provide day-to-day work leadership and mentorship to the team

• Provide guidance and subject matter expertise to immediate team and functional area on a wide range of information and adhere to all aspects of the production related standard operating procedures to ensure all internal controls are followed

• Escalate any problems resolving exceptions, issues, or delays in a timely manner to supervisor and third parties as applicable

• Be a point of contact for stakeholders and lead team agenda, in the absence of the line manager

Required Qualifications:

• 6+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Bachelor’s degree or equivalent certification in Finance and accounting or MBA
• 4+ years of operations support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Awareness of US tax reporting requirements including W8 & W9 Tax forms
• Basic knowledge of FATCA and CRS.
• Understanding of the importance of IRS penalties levied if anything goes wrong and also the importance of being complaint with the regulatory bodies.
• Ability to interpret legal documents, withholding statements, Tax forms etc.,
• Ability to understand the Inter-Governmental agreements and the Tax treaty details
• Strong attention to detail and accuracy skills
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
• Strong time management skills and ability to meet deadlines.
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important.
• Strong clear and concise written and oral communication skills
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.
• Strong analytical skills
• Good Math and accounts skills
• Ability to work quickly & accurately while maintaining acceptable standards of workmanship
• Strong knowledge of Word and Excel – Using Pivot table, V lookup, tracing formulas, running macros, If then statements etc.
• Knowledge of Microsoft Access – Knowledge of running queries and pulling data
• Ability to meet stringent deadlines.

Posting End Date: 

30 Jan 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.