Nagha-hire ang Wells Fargo ng Fiduciary Tax Analyst sa Taguig, National Capital Region, Philippines | LinkedIn (2024)

About This RoleWells Fargo is seeking a Fiduciary Tax Analyst to work within the Fiduciary Tax Services unit of WIM Operations. This tax technical individual contributor will support Fiduciary Tax Services to ensure consistent and efficient oversight and review of the preparation of fiduciary income tax returns, charitable tax returns, transfer tax returns, and tax information reporting returns. This individual contributor will serve as the point of contact for our primary tax vendor, PwC, our administrative and investment partners in Banking Lending and Trust, and outside accountants.

In This Role, You Will

• Review and resolve inquiries related to fiduciary, charitable, estate, gift, and inheritance tax requirements and tax return preparation,
• Perform research and analysis to ensure proper tax reporting related to the taxation of securities for fiduciary, charitable, estate, gift, and inheritance tax purposes,
• Review, analyze and maintain data related to the preparation of tax and information returns.
• Review and/or validate documents for withholding tax purposes,
• Identify and recommend opportunities for process improvement and risk control development,
• Coordinate with outside accountants regarding tax return preparation,
• Make decisions and resolve issues to meet business objectives,
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals,
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

Required Qualifications:

• 4+ years of experience and knowledge of US fiduciary tax return, transfer tax return, charitable tax return and information return reporting and preparation, or equivalent demonstrated through one or a combination of the following: work experience, training, education

Desired Qualifications:

• University level degree in accounting and/or trust administration or equivalent work experience
• Certified Public Accountant (CPA) designation or Enrolled Agent or equivalent certification
• Estate, gift, and Generation-Skipping Transfer Tax (GSTT) experience
• Working knowledge of UPIA and related implications in trusts
• Working knowledge of partnerships, QSST, ESBT, and their effects in trusts
• Understanding of US Federal and state trust taxation issues for a large financial institution
• 2+ year of SEI Trust 3000 experience
• Effective problem solving, decision-making, organizational, multi-tasking, and prioritization skills
• Proven risk management track record
• Ability to work independently, proactively, innovatively and creatively while expressing sound judgement
• Ability to work in a fast paced, deadline driven environment
• Excellent verbal, written and interpersonal communication skills
• Strong analytical skills with a high attention to detail and accuracy
• Ability to work additional hours as needed
• Ability to work outside of regular business hours
• Advanced Microsoft Office Suite skills
• Review and resolve time sensitive and/or complex requests/complaints.
• Work under minimal supervision.
• Consistent execution of agreed action items, and policies & procedure.
• Develop and maintain expert knowledge of all work types.
• Assist manager in creating or revising departmental procedures.
• Assist manager in process training.
• Assist manager in quality audit.
• Complete all trainings within the deadline (web-based trainings, document submission, etc.);
• Attend all necessary forums, meetings, etc. as advised by manager
• Initiate/Suggest process improvement ideas to increase efficiency.
• Other AD HOC tasks given by manager.

Posting End Date:13 Jun 2024

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

We Value DiversityAt Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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

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

Reference NumberR-358426