Wells Fargo


Concord, California


United States

Postal Code:


Approximate Salary:

Not Specified

Position Type:

Full Time


415) 820-7800

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Securities Operations Service Specialist 4 - Tax Operations Team

Wells Fargo - Concord, California

Posted: 08/24/2018

Job Description

At Wells Fargo, we want to satisfy our customers’ financial needs and help them succeed financially. We’re looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you’ll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wealth and Investment Management (WIM) businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

With over $462 billion in client assets, including $70 billion deposits and $40 billion in loans, Wells Fargo’s Wealth Management (WM) division is one of the nation’s leading providers of financial services to affluent and high-net-worth clients. Investment & Fiduciary Services (IFS) is within WM and works with our clients to build, manage, preserve and transition their wealth. As one of the nation’s strongest financial institutions, we bring together a team of experienced professionals to gain insight into each client’s unique situation so that we may deliver specialized wealth solutions that best meet their needs and goals. Within IFS, we have 6 Fiduciary Management Services (FMS) offices that support clients and field offices by providing trust administration, investment management, and fiduciary services.

The Securities Operations Service Specialist 4 on the Tax Operations Team performs a variety of operational tasks for highly complex securities or cash related transactions or processes that require expert knowledge of unit functions and systems. Duties may include: differentiating, processing, and reconciling transactions; and performing a variety of balancing tasks; Able to handle critical production or escalation issues; Act as liaison to other internal departments, including technology groups and external sources; Provides department level reporting using multiple sources; May create and/or maintain databases; May define user requirements and contribute to production and workflow improvements; and create or revise departmental procedures; Provides training or work direction for staff; Provides back-up for numerous department functions; May lead and/or participate in department projects; May address compliance and corporate governance issues for the department; May have extensive customer contact; Works under minimal supervision with some degree of independence.

Other Duties may include, but are not limited to:

  • Cash processing of tax payments requests
  • Reconcile non-resident tax withholding and prepare required deposits
  • eview, process and reconcile withholding tax payments
  • Complete quarterly and year-end reconciliation and reporting of non-resident withholding
  • Review and Respond to time sensitive tax authority notices and inquiries
  • Work closely with Trust Administration, Tax Liaisons and other internal clients with their concerns and questions
Required Qualifications

  • 4+ years of experience in one or a combination of the following: customer service, operations, financial services, accounting, business processing, analytical, financial, clerical, or call center
Desired Qualifications

  • Strong attention to detail and accuracy skills
  • Intermediate Microsoft Office skills
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Excellent verbal, written, and interpersonal communication skills
  • Effective organizational, multi tasking, and prioritizing skills
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
  • Solid problem solving skills
Other Desired Qualifications
  • 5+ years securities operations and/or tax information reporting experience
  • Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving complex customer issues
  • Experience in reviewing, analyzing, and interpreting federal and states withholding tax rules
  • Knowledge and understanding of various money movement processing (Wire Transfer, Check, ACH, etc.)
  • bility to identify risk factors and provide alternatives to mitigate
  • Customer service focus with the ability to respond to requests in a timely manner
  • Knowledge of federal and states tax rules and regulations
  • Experience with documenting, updating and creating departmental procedures
  • Strong collaboration and teamwork skills
  • Flexible and adaptable to change
  • bility to lead, train, coach and mentor team members
  • Knowledge and understanding of various tax documents
  • Strong organizational, multi-tasking, and prioritizing skills
  • Intermediate Microsoft Office skills (Word, Excel, Outlook, Skype, Access, etc.)
  • Excellent verbal, written, and interpersonal communication skills
  • bility to navigate multiple computer system windows, applications, and utilize search tools to find information
  • Experience with developing process improvements for the team
  • Knowledge and understanding of estate, trust, or fiduciary administration
  • trong attention to detail and accuracy skills
  • Account and Transaction reconciliation experience
  • Experience working on various projects
  • Familiarity with the roles and responsibilities of the various functions within the Fiduciary Tax Services team
  • Exposure to the following applications / systems: SEI Trust 3000, Customer Strata Station, CEO, Accounts Payable Online Payment Tool, Trust Gateway {SECA,TRANSCAN,TRAX), FileNet/Imaging, Bloomberg

  • All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

    Relevant military experience is considered for veterans and transitioning service men and women.
    Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

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