Wells Fargo

Job Category:

Banking/Mortgage

Location:

Glen Allen, Georgia

Country:

United States

Approximate Salary:

Not Specified

Position Type:

Full Time

Phone:

415) 820-7800

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Tax Reporting and Cost Basis - Analytic Consultant 4

Wells Fargo - Glen Allen, Georgia

Posted: 07/5/2018

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.

The Tax Reporting and Cost Basis Analytic Consultant 4 role is required to provide senior level consultation services to business leaders who own and support tax reporting and cost basis processes. Analytic Consultant 4 will be responsible for creating and enforcing a standard for applications in the Cost Basis and Tax Reporting group. This individual will work with other Analytic Consultants, Business Support roles and Operations Analysts to reduce the use of tertiary applications where possible and enhance them where necessary. This individual will also lead technical initiatives for the group.

Additional responsibilities include:

  • Providing thought leadership on data management and tertiary support
  • Consulting with other consultants and analysts to drive effectiveness, efficiency and achieve goals
Required Qualifications

  • 6+ years of experience in one or a combination of the following: reporting, analytics, or modeling; or a Masters degree or higher in a quantitative field such as applied math, statistics, engineering, physics, accounting, finance, economics, econometrics, computer sciences, or business/social and behavioral sciences with a quantitative emphasis and 4+ years of experience in one or a combination of the following: reporting, analytics, or modeling
Desired Qualifications

  • Excellent verbal, written, and interpersonal communication skills
  • Extensive knowledge and understanding of research and analysis
  • Strong analytical skills with high attention to detail and accuracy
Other Desired Qualifications
  • 2+ years of experience with designing and implementing Microsoft SQL Server databases
  • 2+ years of experience with writing and tuning complex SQL queries, stored procedures and functions
  • 2+ years of experience with Microsoft Visual Basic for Applications
  • Advanced Microsoft Office (Word, Excel, and Outlook) skills
  • Ability to collaborate in a cross function team environment
  • Ability to manage multiple high priority tasks in a fast pace environment
  • Ability to research and resolve data quality issues
  • Strong analytical skills with high attention to detail and accuracy
  • Ability to distil general business discussions into actionable tasks
Disclaimer

  • 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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