Lead Institutional Investment Operations Specialist - Tax Operations

About This Role

Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfrakjobs.com.

Responsibilities

• Operational support of Markets business (including Prime Brokerage, FCM, FX, Swap Dealer, and Broker Dealers in US and EMEA) across documentation, withholding, 1099 and 1042-S reporting, cost basis, and financial transaction tax.
• Partner with vendors, Broker Dealer Operations, Middle Offices, and other stakeholders to ensure accurate reporting, withholding, and re-imbursements.
• Support and processing of foreign / international tax obligations such as Capital gains, financial transaction and withholding taxes.
• Stewardship of internal and external touchpoints with payments, corporate actions, collateral, claims, onboarding, reference data, new products, and vendor solutions.
• Leverage business intelligence capabilities to identify and rectify exceptions detected throughout the year.
• Lead several strategic initiatives across technology, process, control, operational excellence.
• Support year-end reporting readiness, including trial runs, quality assurance, and finalization of reporting.
• Advise leadership to develop or influence complex objectives, processes, industry related regulations, and long-term goals for highly complex business needs across organization.
• Strategically engage with all levels of professionals and managers companywide.
• Provide vision, direction and expertise to leadership.

Requirements

• 5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications

• Experience with IRS Forms W-9 and W-8 including; exemption codes, treaty rates, and intermediary withholding statements.
• 5 years of experience in Tax Operations with a basic understanding of Chapter 3 (NRA), Chapter 4 (FATCA), and Chapter 61 (TEFRA) withholding and reporting requirements.
• Cost Basis and/or Foreign Transaction Tax experience including reconciliation and research and resolution of exceptions.
• Understanding of asset servicing events including across equities and fixed income securities.
• Familiarity with options and swaps.
• Working knowledge of one or more of the following Tax solutions: Broadridge Tax Managed Service, Sovos, Silver Cost Basis, Scivantage Maxit, IHS Markit IPS/CTI.
• Experience developing partnerships and collaborating with other business and functional areas.
• Strong organizational, multi-tasking, and prioritizing skills.
• Willingness to work on-site at stated location on the job opening.
• Ability to work additional hours as needed.

Job Expectations

• Ability to work a hybrid schedule.
• Willingness to work on-site at stated location on the job opening.
• Ability to work additional hours as needed.

Pay Range

New York - Pay Range: $120,000 - $196,000 USD Annual (this range may not be applicable to other locations)

Posting Locations

• 150 E 42nd Street - New York, NY 10017
• 550 S Tryon Street - Charlotte, NC 28202

Posting End Date

30 Jul 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.

Recruitment and Hiring Requirements

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

Drug and Alcohol Policy

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