Vanguard
Tax Reporting Manager
Malvern, PA
Sponsorship not specifiedDetected 1 day ago
ComplianceProject ManagementStakeholder ManagementTaxProcess ImprovementLeadershipCommunicationCollaborationProblem SolvingCritical Thinking
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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
- This role is responsible for overseeing the production of approximately nine million annual client tax forms, ensuring regulatory compliance, managing operational risk, and driving the delivery of broker dealer tax-reporting services across.
- This position focuses on shareholder information reporting and client-facing tax form production rather than corporate tax reporting.
- Success in the role requires strong operational leadership, stakeholder management, systems thinking, and the ability to navigate complex regulatory and operational environments.
Responsibilities
- Lead the shareholder information reporting function, including the production of client-facing tax forms and regulatory reporting requirements.
- Manage and develop a specialized team of leaders and individual contributors, fostering engagement, accountability, and professional growth.
- Partner closely with business, technology, risk, compliance, legal, and vendor teams to deliver successful operational outcomes.
- Drive operational excellence through process improvements, technology enhancements, and continuous-improvement initiatives.
- Manage complex business processes involving multiple systems, vendors, dependencies, and stakeholder groups.
- Present recommendations, risks, and operational updates to senior leadership and business partners.
- Participate in special projects and perform other duties as assigned.
- The role oversees the reporting processes that support investor tax documentation, including Forms 1099, 1042, 5498 to achieve shareholder reporting requirements.
Requirements
- Ability to work effectively across business, technology, risk, compliance, and vendor organizations.
- Undergraduate degree or equivalent experience required.
Nice to have
- Experience in shareholder information reporting, brokerage tax reporting, information reporting and withholding, or related investor tax-reporting functions.
- Knowledge of Forms 1099, consolidated tax reporting, and related shareholder tax-reporting processes.
- Experience within the brokerage, securities, broker-dealer, transfer-agent, or wealth-management industry.
- Experience leading process improvement, change management, or technology initiatives.
- Lean, project management, CPA, MBA, MS in Taxation, or other relevant professional qualifications.
- What Will Make Someone Successful
- Strong curiosity, critical thinking, and sound judgment.
- Comfort operating in a complex environment with multiple systems, vendors, and regulatory requirements.
Compensation
- Lead planning and execution activities for annual tax-production cycles and support issue resolution during critical production periods.
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.