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

Wells Fargo & CompanyMinneapolis, MN
9d$159,000 - $279,000Hybrid

About The Position

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.

Requirements

  • 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

Nice To Haves

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

Responsibilities

  • 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.

Benefits

  • 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
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