Lead Institutional Investment Operations Specialist - Tax Operations
Core
Lead global tax withholding, reporting, and compliance activities for Wells Fargo's Corporate Investment Banking Markets business, ensuring accurate documentation and regulatory adherence for international and domestic clients.
Role type
Lead Institutional Investment Operations Specialist (Tax Operations)
Builds
Compliant tax reporting frameworks and processes for Prime Brokerage, FCM, FX, Swap Dealer, and Broker Dealer operations.
Domain
Financial Services / Investment Banking / Tax Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Institutional Investment Operations, Tax withholding and reporting, IRS Form processing (W-9, W-8), Cost basis reconciliation, Foreign transaction tax, Asset servicing events (equities/fixed income), Options and swaps knowledge, Tax solution platforms (Broadridge, Sovos, Silver, Scivantage, IHS Markit), Regulatory interpretation, Strategic initiative leadership
Preferred skills
Chapter 3/4/61 withholding expertise, Vendor partnership management, Business intelligence analysis, Process automation, Cross-functional collaboration
Technologies
Broadridge Tax Managed Service, Sovos, Silver Cost Basis, Scivantage Maxit, IHS Markit IPS/CTI
Responsibilities
Lead tax withholding and reporting functions including approval of team processes; Partner with vendors and middle offices for accurate reporting and reimbursements; Support foreign/international tax obligations (capital gains, FTT, withholding); Govern customer tax touchpoints across CIB businesses; Implement IRS regulations (1446(f), 871(m), 305(c)) and automation; Analyze exceptions using business intelligence; Lead strategic technology and process initiatives; Advise leadership on complex objectives and long-term goals.
Seniority
Senior, hands-on IC with strategic leadership