Tax Senior Manager - Personal Property and Sales/Use Tax for Lease Asset - Equipment

About this role:

Wells Fargo is seeking a Senior Tax Manager responsible for leasing related Indirect Taxes (sales/use and property tax) as part of Commercial Banking Operations

The Senior Tax Manager is a senior leadership position accountable for tax administration covering Personal Property Tax and Sales/Use Tax tied to 700+K lease assets for Wells Fargo’s Equipment and Vendor Finance lines of business.  This position is responsible for all aspects of indirect tax administration including establishing policy, monitoring compliance, ensuring timely return filing, ensuring timely payment, and all related accounting activities.  This leader engages with Sales and Legal teams to decision tax aspects for new and existing products/programs as well as non-standard business transactions.  The team also handles all post booking tax adjustments on customer accounts. 

Other responsibilities may include:

• Develop and implement systems to accurately compile and report information for leasing related personal property and sales taxes.
• Provide guidance to subordinates regarding established tax policies.
• Establish and recommend changes to policies which affect affiliate organization(s).
• Ensure timely and accurate filing of tax returns and/or consultation on assigned sales/use and personal property tax issues. Scope of role requires the ability to independently evaluate issues and apply sound business judgment.
• Interact with functional peer group managers and/or other groups across the enterprise.
• Manage tax professionals and provides functional advice, direction and/or training.
• Establishes operational objectives and assignments, delegates assignments to subordinates and supervises the work of subordinates.

Required Qualifications: 

• 6+ years of Corporate Tax experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of management or leadership experience

Desired Qualifications:

• Strong knowledge of all aspects of property tax, including:
  • Annual property tax compliance
  • Ability to review, process and appeal property tax assessments
  • Ability to review and process property tax bills
  • Ability to review customer generated refund requests, secure the refunds and process credits when appropriate
  • Ability to assist with jurisdictional audits
• Knowledge of Sales/Use Tax
• Knowledge of leasing related property tax and sales laws and their impact on the overall business and operations
• Knowledge of Equipment and Vendor Finance
• Bachelor's degree in accounting or finance
• Advanced Knowledge of Property Tax Management System (PTMS)
• Familiarity with InfoLease
• General experience with Tax Research software (CCH, IRA)
• Ability to motivate others to greater performance
• Ability to assess current processes/procedures and make recommendations for efficiency
• Ability to interact with all levels of an organization
• Ability to partner with all professionals within the company and occasionally communicate with the customers
• Excellent verbal, written, and interpersonal communication skills
• Intermediate Microsoft Office and CoPilot skills

Job Expectations:

• Ability to work at one of the posted locations
• Ability to work a hybrid schedule, at least 3 days a week working in office.

Posting Locations:

• 801 Walnut St, Des Moines, IA 50309
• 600 S 4th St, Minneapolis, MN 55415
• 401 Las Colinas Blvd, Irving, TX 75039

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.

Posting End Date:

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 unit’s risk appetite and all risk and compliance program requirements.

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.