Vanguard
Tax Administrator
Malvern, PA
Sponsorship not specifiedDetected 1 day ago
ExcelProcess ImprovementCommunicationCollaborationProblem SolvingAdaptability
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odds of building a lasting career here
36Risky
Cap-exempt (no lottery)0
Sponsors this role75
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- Complete production-readiness reviews and validations, identifying and escalating data quality, reporting, or operational concerns.
- Contribute to cross-training efforts and adapt to evolving processes, responsibilities, and business needs.
Responsibilities
- The selected Tax Administrator will support the production, accuracy, and compliance of retail tax forms for Personal Wealth clients.
- They will also partner with internal business areas to identify and address issues that may impact tax reporting quality, accuracy, and compliance.
- Support tax form and system testing efforts, including validation of data and reporting results before and after system changes.
- Maintain complete, accurate, and audit-ready documentation, including reconciliations, validation results, issue documentation, approvals, and supporting evidence.
- Monitor recurring issues and trends, providing findings and recommendations that support improvements to controls, procedures, operational efficiency, and data quality.
- Communicate findings clearly and effectively to business partners and stakeholders, helping drive issue resolution and improved outcomes.
- Support daily, weekly, and seasonal reporting activities while balancing multiple priorities and meeting time-sensitive deadlines.
Requirements
- Undergraduate degree or an equivalent combination of training and experience.
- Demonstrated experience in operations, reporting, transaction processing, reconciliations, controls, data quality, or related business functions.
- Strong analytical and problem-solving skills with the ability to identify discrepancies, evaluate risk, and determine appropriate next steps.
- Proficiency in Microsoft Excel with the ability to organize, analyze, reconcile, validate, and interpret data.
- Demonstrated ability to learn and effectively utilize new systems, technology, and operational processes.
- Ability to work effectively in an evolving environment with changing priorities and ambiguity.
- Apply knowledge of tax reporting systems, workflows, procedures, and applicable IRS and state rules and regulations when executing validations, reviews, and operational controls.
- Minimum of three years of related experience.
- Strong attention to detail and demonstrated commitment to accuracy and quality.
- Strong interpersonal and communication skills with the ability to communicate both business and technical concepts to partners and stakeholders.
- Demonstrated flexibility, sound judgment, and the ability to manage competing priorities in a dynamic environment.
Nice to have
- Demonstrated tax reporting knowledge or related operational tax experience.
- Experience supporting retail tax forms, tax reporting processes, cost basis reporting, withholding, or brokerage operations.
- Experience using BPM, BETA, or similar brokerage, workflow, tax reporting, or operational systems.
- Experience supporting tax form testing, system testing, or production-readiness activities.
- Experience identifying process improvement opportunities and reducing manual effort through operational enhancements.
- Experience leveraging technology, automation, AI tools, or system capabilities to improve efficiency, quality, or effectiveness.
- Professional designation or demonstrated tax expertise preferred.
- What Will Make You Successful
Company info
- About Vanguard At Vanguard, we don't just have a mission-we're on a mission.
Visa & Work Authorization
- Vanguard is not offering visa sponsorship for this position.
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This listing is sourced directly from Vanguard's careers page and normalized into a canonical job model.