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About this role:

Wells Fargo is seeking a Lead Analytics Consultant to join the IRS Reporting Team as part of Commercial Mortgage Servicing. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will:

+ Learn and support multiple processes related to IRS reporting and tax withholdings.

+ Support W-8 & W-9 reporting of taxes, as well as prepare year end statement for borrowers

+ Report operational losses across Commercial Mortgage Servicing, managing a general mailbox for reporting and various internal requests

+ Analyze and compare reports to identify the population of withholdings, accommodations, and exceptions/exclusions, which may vary by portfolio, and coordinate across business partners to resolve discrepancies/barriers

+ Ensure adherence to compliance, legal, and legal regulations and policies on all projects managed

+ Provide updates on project logs and operations reviews

+ Strategically collaborate and consult with peers, colleagues, and mid-level to senior managers to resolve issues and achieve goals

+ Lead projects, teams, or serve as a peer mentor to staff, interns and external contractors

Required Qualifications:

+ 5+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

+ 3+ years of IRS reporting, tax withholding, or commercial mortgage tax experience

Desired Qualifications:

+ Strong accounting experience

+ Detail oriented

+ The ability to meet deadlines and work in a deadline driven environment

+ Experience with IRS Reporting on commercial real estate loans

+ Experience with TAXIE

+ Reporting experience

Job Expectations:

+ This position will sit at one of the posted locations listed below and other locations will not be considered

+ Visa sponsorship is not available for this position

Location:

+ 2800 S Price Rd Chandler, AZ

+ 550 S Tryon St Charlotte, NC

Other Information:

You should be aware that specific compliance policies may apply regarding outside activities and/or personal investing. Requirements may include pre-clearing outside activities, transferring brokerage accounts to a designated broker, trade pre-clearance, minimum holding period, monitoring of trading activity, etc. Affected employees will be expected to provide information to the Personal Account Dealing Team and abide by applicable policy requirements. If you would like additional information to help assess impact, please discuss with your hiring manager or contact the Personal Account Dealing Team at [email protected]. Otherwise, more detailed information will be provided after you join Wells Fargo.

Posting End Date:

17 Jul 2025

_*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.

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 (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-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.

**Req Number:** R-463814