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Wells Fargo

Lead Technology Business Systems Consultant (Enterprise Tax Technology)

Wells Fargo, Charlotte, North Carolina, United States, 28245


About this role:

Wells Fargo is seeking a Lead Technology Business Systems Consultant to join The Enterprise Tax Technology Team within Shared Service Operations Technology (SSOT) Utilities. This position will be responsible for documenting and interpret business and functional requirements for complex, long-term tax technology needs. The candidate, in partnership with Tax SME's and LOBs will work to determine potential current and new solutions for various tax functions. The candidate will assist in identifying the right technology solution by gathering and reviewing business requirements, working with the technical architects to determine if a standard solution will work or if a custom solution is necessary. In their role as the primary interface between technology, Risk SMEs and the Enterprise Customer Tax Utility (ECTU) as it relates to solution implementation, this role will identify, track and drive technology delivery and concerns. The candidate will be responsible to maintain regular contact with leadership within Technology and the Business areas, driving high quality regular communications and appropriate reporting and artifacts.

In this role, you will:

Lead complex initiatives to provide technological solutions with broad impact for cross functional businesses and technology teams

Act as a key participant in providing strategic business solutions to companywide technology initiatives

Evaluate highly complex business problems and provide subject matter knowledge proficiency for technology initiatives

Define and lead detailed research on business and technology requests to develop efficient and accurate functional requirements

Make decisions in highly complex and multifaceted situations requiring solid understanding of domain and technology applications, and which influence companywide technology solutions

Lead project or systems documentation, and monitor and manage project schedules and deliverables

Collaborate and consult with business and technology teams to provide comprehensive technological solutions for complex business problems

Ensure communication and information flow between business and technology teams

Required Qualifications:

5+ years of Business Systems Data and Business Systems Designing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

3+ years of regulatory systems experience

3+ years of strategic planning and development experience

2+ years of experience with SAS or SQL, or other data management, reporting and query tools

2+ years of Agile experience

Desired Qualifications:

3+ years of project management experience

XML (Extensible Markup Language) experience

Knowledge and understanding of technical documentation: creation of detailed design and technical artifacts

Knowledge and understanding of technical documentation: requirements, writing test scripts and executing test scripts

Knowledge and understanding of technology project management: large scale development projects, including data migrations and third party vendor integrations

Knowledge and understanding of basic securities accounting

Knowledge and understanding of IRS Form W-8, exemption codes, country treaty rates and IMY withholding statements

Knowledge and understanding of FCRA (Fair Credit Reporting Act) or FACTA (Foreign Account Tax Compliance Act)

Knowledge and understanding of finance or tax applications

Knowledge and understanding of regulatory compliance requirements surrounding FATCA (Foreign Account Tax Compliance Act)

Knowledge and understanding of tax: reporting, filing, remittance, processing, initiatives, and strategies

Knowledge and understanding of technical tax withholding and reporting compliance (1099 INT, 1099 MISC, 1099-B, 1042-S, IMY Reporting to Beneficiary Owners)

Experience in tax operations, tax risk mitigation, or tax compliance in a large financial institution

Excellent verbal, written, and interpersonal communication skills

Job Expectations:

This position is not eligible for Visa sponsorship.

This position offers a hybrid work schedule.

Relocation assistance is not available for this position

Posting End Date:

29 Sep 2024

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

We Value Diversity

At 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 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.

Company: WELLS FARGO BANK

Req Number: R-398875

Updated: Thu Sep 19 03:35:17 UTC 2024

Location: CHARLOTTE,North Carolina