Senior Securities Operations Specialist - Fiduciary Tax
Senior Securities Operations Specialist - Fiduciary Tax
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Job Description
About this role:
Wells Fargo is seeking a Senior Securities Operations Specialist as part of the Fiduciary Tax Services unit of Wealth and Investment Management Operations. Learn more about our career areas and lines of business at .
This tax technical Senior Specialist will support Fiduciary Tax Services as an individual contributor to ensure consistent and controlled oversight and review of the preparation of fiduciary income tax returns charitable tax returns transfer tax returns and tax information reporting Senior Specialist will also serve as the point of contact for our primary tax vendor PricewaterhouseCoopers our administrative and investment partners in Banking Lending and Trust and outside accountants.
In this role you will:
Lead or participate in moderately complex lifecycle initiatives and support tasks related to fiduciary charitable estate gift and inheritance tax requirements and tax return preparation
Maintain databases which track the preparation of tax and information returns receipt and disposition of tax notices from federal and state taxing authorities and confirmation and receipt of fiduciary tax refunds
Independently resolve moderately complex issues and recommend opportunities for process improvement and risk control development
Collaborate and facilitate coordination with trust and estate administrative officers mid-level trust and trust directors to resolve issues and achieve goals
Manage expertise in the following operational processes including reviewing and/or validating Forms W-8 and W-9 for withholding tax purposes
Resolve moderately complex escalated issues with internal and external accountants and clients to complete the tax compliance process
Research moderately complex business risks influence policies enhance customer satisfaction and review time sensitive documents and transaction requests
Exercise independent judgment while developing the knowledge to understand function policies procedures and compliance requirements
Contribute to overall effectiveness of the team and collaborate with colleagues and managers to resolve issues and achieve goals
Required Qualifications:
4 years of Securities Operations experience or equivalent demonstrated through one or a combination of the following: work experience training military experience education
Desired Qualifications:
4 years of fiduciary charitable and information tax return reporting and preparation experience
2 years of Operational Risk and Control Management experience
Demonstrated knowledge of estate gift and Generation-Skipping Transfer Tax (GSTT)
Understanding of US state trust taxation issues for a national financial institutionand exposure to SEI Trust 3000
Effective problem solving decision-making organizational multi-tasking and prioritization skills
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 effectively in a team environment and across all organizational levels where flexibility collaboration and adaptability are important
Certified Public Accountant (CPA) designation or Enrolled Agent or equivalent certification
A BS/BA degree or higher in accounting finance or other business related field
Advanced Microsoft Office Suite skills
Job Expectations:
Ability to work a hybrid schedule
Willingness to work on-site at stated location on the job opening
This position is not eligible for Visa sponsorship
Posting Location:
Charlotte North Carolina
Minneapolis Minnesota
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements skills experience or work location. The range listed is just one component of the compensation package offered to candidates.
$73100.00 - $129900.00Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits many of which are listed below. VisitBenefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance critical illness insurance and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Posting End Date:
13 Jun 2025*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 units risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process visitDisability 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.
Required Experience:
Senior IC
Employment Type
Full-Time
