Tax Resolution Analyst
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Job Location:
Scottsdale, AZ - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Are you interested in building a career in tax and investment operations while helping clients resolve important accountrelated issues Tax Resolution Services (TRS) is seeking a Tax Resolution Analyst to join our collaborative clientfocused team.
This role is wellsuited for someone looking to develop practical experience in tax and cost basis resolution while working closely with experienced partners across the organization. As a Tax Resolution Analyst you will support and manage assigned tax and cost basis cases helping ensure client inquiries are researched thoroughly communicated clearly and resolved accurately.
What Youll Do
- Manage a portfolio of assigned tax and cost basis cases working through each case from intake to resolution with guidance and established procedures.
- Communicate with internal partners thirdparty vendors and clients using clear professional written and verbal communication.
- Accept inbound client calls from assigned open cases.
- Research and analyze client inquiries to help identify appropriate next steps escalating issues when needed to ensure timely and compliant resolution.
- Maintain accurate case documentation and client records in CRM systems.
- Explain tax and cost basis concepts in a clear approachable way based on the audience and situation.
- Follow defined workflows and service standards while applying judgment in situations that require additional review or support.
- Identify recurring issues or process opportunities and share observations with the team.
- Participate in team huddles training sessions and ongoing processimprovement discussions.
- Support special projects and perform additional responsibilities as assigned.
Required Qualifications
- FINRA Series 7 and Series 63 licenses are required at time of application.
- Bachelors degree or equivalent experience in tax cost basis or brokerage operations.
- At least 3 years of general professional experience with exposure to brokerage operations client service or issue resolution preferred.
- Strong attention to detail with the ability to organize and prioritize multiple cases.
- Solid analytical and problemsolving skills with comfort working within established guidelines.
- Ability to work independently on assigned tasks while knowing when to seek guidance or escalate.
- Professional communication and interpersonal skills with a focus on client experience and accuracy.
Why Join Tax Resolution Services
- Meaningful client impact: Help resolve tax and cost basis issues that matter to clients financial outcomes.
- Skill development: Gain handson experience in tax resolution cost basis regulatory considerations and client communication.
- Collaborative environment: Work closely with teammates internal partners and vendors in a supportive teambased setting.
- Growthoriented role: Build a strong foundation for continued development within Tax Resolution Services or related operational paths.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.About Vanguard
At Vanguard we dont just have a missionwere 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.
Required Experience:
IC
About Company
Search the latest roles and opportunities at Vanguard. Apply today to join our industry-leading crew.
