Lead Analyst Jobs in Charlotte, NC

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About this role:

Wells Fargo is seeking a Lead Tax Analyst to lead the delivery and support the design of key initiatives within the Corporate Tax and greater Finance organization. Learn more about the career areas and lines of business at wellsfargojobs.com. This role will play a critical part in executing the function’s modernization strategy by implementing scalable, well-controlled solutions across tax provision, compliance, reporting, and analytics. You will serve as a bridge between strategy and execution, partnering across Corporate Tax, Finance, and Enterprise Technology to translate complex tax requirements into data-driven, technology-enabled solutions. This role also operates within a highly regulated financial services environment and will focus on enhancing data quality, automation, transparency, and operational efficiency across the tax function.

In this role, you will:

• Manage and deliver assigned tax transformation workstreams, including planning, execution, and implementation of data, technology, and process solutions.

• Handle multiple concurrent initiatives across tax workstreams while serving as a key liaison between Tax, Finance, and Technology to ensure alignment of requirements, priorities, and delivery outcomes.

• Translate complex tax technical requirements into scalable system, data, and process solutions such that concepts are clear to both technical and non-technical audiences.

• Identify and implement opportunities to streamline and automate tax processes, reducing manual effort and improving control frameworks.

• Support stability and continuous improvement of existing tax processes and technology while contributing to future-state transformation.

• Enable advanced analytics capabilities to enhance tax reporting and decision-making.

• Support improvements in tax data quality, lineage, standardization, and integration across source systems and tax applications.

• Contribute to solution design and influence implementation decisions through data-driven insights and subject matter expertise.

• Lead change management efforts related to new systems, tools, and processes, including training and stakeholder enablement to ensure adoption and sustained value realization.

• Support the monitoring of emerging technology trends and leading practices, including generative AI use cases for tax, to advise stakeholders and inform transformation roadmaps.

• Support and execute governance, controls, change management, and documentation consistent with the Company’s internal control framework and regulatory expectations.

Required Qualifications:

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

• 1+ years of experience with corporate tax processes and data requirements, including tax provision and financial reporting, tax return reporting, and the application of technology to streamline, automate, and control these processes.

• 1+ years of experience translating business requirements into functional and technical specifications.

Desired Qualifications:

• Significant knowledge of tax transformations, tax technologies, finance systems, and data-enablement with experience in data analytics or automation tools; e.g., Power BI, Alteryx, Python, or equivalent, to support outcomes and insights.

• Proven ability to lead cross-functional initiatives and drive delivery outcomes.

• Strong analytical, problem-solving, and communication skills.

• Experience with tax software platforms supporting provision, compliance, and reporting; e.g., Corptax, Oracle, Longview, or equivalent platforms.

• Conversant in generative artificial intelligence, AI, capabilities and practical use cases for tax functions, including productivity, analytics, and knowledge management, with appropriate governance considerations.

• Financial services industry experience and familiarity with U.S. GAAP requirements.

• Bachelor’s degree or higher in Accounting, Finance, Information Systems, or a related field, advanced degree or relevant professional certification preferred.

Job Expectations:

• Willingness to work on-site at stated location on the job opening.

• This position offers a hybrid work schedule.

• This position is not eligible for Visa sponsorship.

Posting Locations:

Texas – Irving Pay Range: $119,000.00 - 187,000.00 USD Annually

North Carolina – Charlotte Pay Range: $119,000.00 - 187,000.00 USD Annually

Minnesota – Minneapolis Pay Range: $131,000.00 - 206,000.00 USD Annually

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Posting End Date:

• 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.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our 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.