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Wells Fargo

Financial Accountant

Posted 6 Hours Ago
Be an Early Applicant
Hybrid
Charlotte, NC
Junior
Hybrid
Charlotte, NC
Junior
About this role:
Wells Fargo is seeking a Financial Accountant to join the Tax Credit Accounting Team within the broader CIB, Treasury & Investment Portfolio Accounting Organization. This role will serve as an accounting resource for the Renewable Energy and Environmental Finance (REEF), Low Income Housing Tax Credit (LIHTC), and New Market Tax Credit (NMTC) non-marketable equity investment portfolios.
Activities include applying various accounting methods for non-marketable equity investments across the portfolios. Typical activities also include working with the front office on new transactions and issues, participating in enhancing and championing a COSO compliant control environment and ensuring the accuracy and completeness of SEC and Regulatory reports and filings submitted by the group.
In this role, you will:
  • Provide consultation to more experienced leadership for financial accounting related matters
  • Perform complex activities associated with maintaining ledger accounts, developing financial statements and regulatory reports
  • Gather and review financial data for financial and regulatory reports
  • Review data from the general ledger, unit reports and various financial systems to ensure accuracy
  • Prepare and review account reconciliations and certifications
  • Analyze projects relating to financial accounting procedures, methods or systems
  • Perform ongoing financial control functions in accordance with internal controls policies

Required Qualifications:
  • 2+ years of Finance, Accounting, Analytics, Financial Reporting, Accounting Reporting or Risk Reporting experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • A BS/BA degree or higher in one or a combination of the following: Finance, Accounting, Analytics, or Reporting
  • An active Certified Public Accountant (CPA) designation
  • Big four public accounting experience
  • Experience in tax operations, tax risk mitigation, or tax compliance in a large financial institution
  • Knowledge and understanding of US GAAP financial statements or components preparation
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to exercise independent judgment and creative problem-solving techniques
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Ability to translate and summarize complex data into understandable, actionable information and recommendations
  • Alteryx
  • Essbase and/or SmartView experience
Posting End Date:
2 Nov 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 .
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.

Top Skills

Alteryx
Essbase
Smartview
Us Gaap

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