Position Summary: The selected Tax Administrator will support the production, accuracy, and compliance of retail tax forms for Personal Wealth clients. They will execute tax reporting and data quality activities, process tax reporting-impacted transactions, validate reporting outputs, perform reconciliations and controls, investigate and resolve discrepancies, and maintain audit-ready documentation. They will also partner with internal business areas to identify and address issues that may impact tax reporting quality, accuracy, and compliance.

Duties & Responsibilities 

• Perform tax delivery and data quality activities, including reconciliations, validations, checklist reviews, and established controls to ensure the accuracy, completeness, and consistency of tax data and reporting outputs. 

• Process tax reporting-impacted transactions through BPM queues and reconcile related reports to validate accurate and complete processing. 

• Apply knowledge of tax reporting systems, workflows, procedures, and applicable IRS and state rules and regulations when executing validations, reviews, and operational controls. 

• Identify, document, investigate, and escalate data quality issues, reporting discrepancies, and potential control gaps in accordance with established procedures. 

• Validate corrections and confirm resolution of identified issues to ensure accurate and compliant reporting outcomes. 

• Execute and validate tax data corrections and corrected tax reporting outputs. 

• Support tax form and system testing efforts, including validation of data and reporting results before and after system changes. 

• Complete production-readiness reviews and validations, identifying and escalating data quality, reporting, or operational concerns. 

• 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. 

• Contribute to cross-training efforts and adapt to evolving processes, responsibilities, and business needs. 

Qualifications 

• Undergraduate degree or an equivalent combination of training and experience. 

• Minimum of three years of related 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. 

• Strong attention to detail and demonstrated commitment to accuracy and quality. 

• 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. 

• 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. 

• Ability to work effectively in an evolving environment with changing priorities and ambiguity. 

Preferred Qualifications 

• 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 performing reconciliations, operational controls, audit support activities, or data quality reviews. 

• 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 

• Strong operational execution and commitment to quality. 

• Ability to identify and resolve complex reporting, reconciliation, and data quality issues. 

• Strong analytical thinking and attention to detail. 

• Ability to communicate findings and recommendations effectively with business partners. 

• Sound judgment and a risk-aware mindset. 

• Ability to manage changing priorities and workload demands throughout the tax reporting cycle. 

• Adaptability and comfort working in an evolving environment with ongoing cross-training and team collaboration. 

• Demonstrated growth mindset and commitment to building expertise. 

Additional Factors 

• Location: Malvern, PA 

• Work Model: Hybrid 
• Relocation Assistance: Not available 

Special Factors

Sponsorship

About Vanguard

At Vanguard, we don't just have a mission—we're on a mission.

To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.

How We Work

Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.