Wells Fargo

Tax Analyst

Wells Fargo$68K — $114K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of Corporate Tax experience or equivalent education/training
  • Working knowledge of data analytics concepts in tax processes
  • Advanced proficiency in Microsoft Excel, including PivotTables and complex formulas
  • Familiarity with tax-relevant data sources like trial balances and general ledger data
  • Strong analytical and research skills, with attention to data accuracy and documentation
  • Experience with data transformation tools like Alteryx
  • Active CPA certification and/or Master's degree in Taxation or Accounting

Responsibilities

  • Prepare workpapers and filings for U.S. federal and state income tax returns
  • Review tax returns and adjustments for accuracy and compliance
  • Support filing processes by tracking deliverables and managing issues
  • Research tax issues and summarize findings for compliance
  • Organize data and documentation for tax audits
  • Acquire and validate data from multiple sources for tax analysis
  • Conduct account analysis and reconcile tax-related accounts
  • Implement process improvements and utilize workflow automation to enhance tax operations.

Benefits

  • Comprehensive health benefits
  • 401(k) plan
  • Paid time off
  • Disability benefits
  • Life and critical illness insurance
  • Parental and critical caregiving leave
  • Discounts and savings programs
  • Commuter benefits
  • Tuition reimbursement and scholarships for dependents
  • Adoption reimbursement
Full Job Description
About this role:

Wells Fargo is seeking a Tax Analyst to support the preparation and review of components of the organization's U.S. federal and state 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.

In this role, you will:
  • 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.


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


Desired Qualifications:
  • 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


Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
$68,000.00 - $114,000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - 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:

16 Jun 2026
*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ

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