Lead Institutional Investment Operations Specialist – Tax Operations

Wells Fargo

. Lead all activities across tax withholding and reporting functions, including approval of processes completed by other team members .

Posted 4/24/2026full-timeNew York City • New York, North Carolina • 🇺🇸 United StatesSenior💰 $120,000 - $196,000 per yearWebsite

About the role

Key responsibilities & impact

Lead all activities across tax withholding and reporting functions, including approval of processes completed by other team members
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
Support, governance, and oversight of customer tax touchpoints across CIB Businesses (Markets, Banking, and Corporate Real Estate) to ensure and maintain compliant, efficient, and well controlled framework with excellent client service and risk management
Stewardship of internal and external touchpoints with payments, corporate actions, collateral, claims, onboarding, reference data, new products, and vendor solutions
Implementation and oversight of new and complex IRS regulations (such as 1446(f), 871(m), and 305(c), policies, strategies, technology solutions and automation, procedures, and vendors
Leverage business intelligence capabilities to identify and rectify exceptions detected throughout the year
Lead several strategic initiatives across technology, process, control, operational excellence
Work closely with Corporate Tax and Compliance to analyze complex matters and implement solutions
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

What you’ll need

5+ years of Institutional Investment Operations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
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
Ability to interpret technical requirement documents and system flows to translate into reporting requirements
Experience developing partnerships and collaborating with other business and functional areas
Strong organizational, multi-tasking, and prioritizing skills
Experience delivering results in a fast-paced, deadline driven environment
Highly refined and professional verbal and written communications
Track record of leading strategic complex deliverables.

Benefits

Comp & perks

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

tax withholdingtax reportingIRS Forms W-9IRS Forms W-8Chapter 3 withholdingChapter 4 FATCAChapter 61 TEFRACost BasisForeign Transaction Taxasset servicing

Soft Skills

organizational skillsmulti-taskingprioritizing skillsverbal communicationwritten communicationcollaborationleadershipstrategic thinkingproblem-solvingclient service