Tax Administrator

Vanguard•Malvern, PA

8d•Hybrid

About The Position

The Tax Administrator supports the production, accuracy, and compliance of retail tax forms for Personal Wealth clients. The role performs tax reporting and data quality activities, processes tax reporting-impacted transactions, validates reporting outputs, carries out reconciliations and controls, investigates and resolves discrepancies, and maintains audit-ready documentation. The Tax Administrator also partners with internal business areas to identify and address issues that may affect tax reporting quality, accuracy, and compliance. The position supports daily, weekly, and seasonal reporting activities, while balancing multiple priorities and time-sensitive deadlines. It also contributes to cross-training and adapts to evolving processes, responsibilities, and business needs. The position is based in Malvern, Pennsylvania, and follows Vanguard’s hybrid working model, which combines flexibility with in-person learning, collaboration, and connection.

Requirements

Undergraduate degree or an equivalent combination of training and experience.
At least 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, including 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, including the ability to organize, analyze, reconcile, validate, and interpret data.
Ability to learn and effectively use new systems, technology, and operational processes.
Strong interpersonal and communication skills, including the ability to communicate business and technical concepts to partners and stakeholders.
Flexibility, sound judgment, and ability to manage competing priorities in a dynamic environment.
Ability to work effectively in an evolving environment with changing priorities and ambiguity.

Nice To Haves

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.

Responsibilities

Perform tax delivery and data quality activities, including reconciliations, validations, checklist reviews, and established controls, to ensure tax data and reporting outputs are accurate, complete, and consistent.
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 performing validations, reviews, and operational controls.
Identify, document, investigate, and escalate data quality issues, reporting discrepancies, and potential control gaps according to 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, 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, audit-ready documentation, including reconciliations, validation results, issue documentation, approvals, and supporting evidence.
Monitor recurring issues and trends and provide findings and recommendations to support improvements to controls, procedures, operational efficiency, and data quality.
Communicate findings clearly and effectively to business partners and stakeholders to help 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.