Senior Tax Analyst

Posted Yesterday
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Charlotte, NC, USA
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Prepare and review complex U.S. federal and state corporate income tax returns, maintain audit‑ready workpapers, research tax issues, support audits, and lead automation and data transformation initiatives to improve tax compliance efficiency and data quality.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Senior Tax Analyst to support U.S. tax compliance, with an opportunity to contribute to ongoing automation and data transformation efforts within the tax function. Learn more about our career areas and business divisions at wellsfargojobs.com .
This role is primarily focused on the preparation and review of U.S. federal and state corporate income tax returns, while supporting initiatives that enhance accuracy, efficiency, and data quality through reduction in manual effort and process consistency.
In this role, you will:
  • 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.
Required Qualifications:
  • 4+ years of Corporate Tax experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Desired Qualifications:
  • Basic to intermediate familiarity with data analytics concepts and tools as applied to tax compliance and reporting.
  • 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.
  • Active Certified Public Accountant (CPA) and/or Master's degree in Taxation or Accounting.
  • Hands-on experience with Alteryx or similar data transformation tools.
  • Exposure to AI applications in tax, finance, or data processing environments.
  • Experience preparing or reviewing U.S. federal and state corporate income tax returns, including consolidated and unitary filings.
  • Banking or financial services tax experience, including familiarity with U.S. GAAP in a financial services environment.
  • Experience with Oracle General Ledger and corporate income tax compliance software.
  • 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.
Job Expectations:
  • Position will require onsite presence at one of the required locations listed below in a hybrid work schedule.
  • Flexibility to support global teams across time zones.
  • This position is not eligible for Visa sponsorship.
  • Relocation assistance not available for this position.
Position Locations:
  • 11625 North Community House Road, Charlotte, NC
  • 401 Las Colinas Blvd West, Irving, TX
Posting End Date:
21 Aug 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.
#BI-Hybrid

Skills Required

  • 4+ years of Corporate Tax experience, or equivalent (work experience, training, military experience, education).
  • Basic to intermediate familiarity with data analytics concepts and tools as applied to tax compliance and reporting.
  • Advanced Microsoft Excel skills (PivotTables, Power Query, complex formulas, data validation).
  • Experience preparing or reviewing U.S. federal and state corporate income tax returns, including consolidated and unitary filings.
  • Hands-on experience with Alteryx or similar data transformation tools.
  • Experience with data visualization tools such as Power BI or Tableau.
  • Basic familiarity with SQL or Python for data extraction, transformation, or analytics.
  • Active Certified Public Accountant (CPA) and/or Master's degree in Taxation or Accounting.
  • Banking or financial services tax experience, including familiarity with U.S. GAAP in a financial services environment.
  • Experience with Oracle General Ledger and corporate income tax compliance software.
  • Demonstrated ability to identify process improvements or efficiencies within a compliance or reporting environment.
  • Strong written and verbal communication skills and ability to work effectively across distributed teams.
  • Exposure to AI applications in tax, finance, or data processing environments.
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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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