Lead Institutional Investment Operations Specialist - Tax Operations
Wells Fargo • CHARLOTTE, NC • Posted July 13, 2026
About the Role
**About this role:**
Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com .
Tax Operations leads global CIB first-line customer tax activities. Main responsibilities of the team include: Operational support of Markets business (including Prime Brokerage, FCM, FX, Swap Dealer, and Broker Dealers in US and EMEA) across documentation, withholding, 1099 and 1042-S reporting, cost basis, and financial transaction tax.
**In this role, you will:**
+ Lead all activities across tax withholding and reporting functions, including approval of processes completed by other team members
+ Partner with vendors, Broker Dealer Operations, Middle Offices, and other stakeholders to ensure accurate reporting, withholding, and re-imbursements
+ Support and processing of foreign / ...
Wells Fargo is seeking a Lead Institutional Investment Operations Specialist within our Tax Operations team as a part of Corporate Investment Banking Operations. Learn more about the career areas and business divisions at wellsfargojobs.com .
Tax Operations leads global CIB first-line customer tax activities. Main responsibilities of the team include: Operational support of Markets business (including Prime Brokerage, FCM, FX, Swap Dealer, and Broker Dealers in US and EMEA) across documentation, withholding, 1099 and 1042-S reporting, cost basis, and financial transaction tax.
**In this role, you will:**
+ Lead all activities across tax withholding and reporting functions, including approval of processes completed by other team members
+ Partner with vendors, Broker Dealer Operations, Middle Offices, and other stakeholders to ensure accurate reporting, withholding, and re-imbursements
+ Support and processing of foreign / ...