Tax Administrator

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 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.