Tax Resolution Analyst

Vanguard

Malvern, PA, US
Hybrid
Manage tax and cost basis cases
Communicate with clients and vendors
Research and analyze client inquiries
This role supports a collaborative, client-focused team dedicated to resolving important account-related tax and investment issues

Job Summary

  • This role supports a collaborative, client-focused team dedicated to resolving important account-related tax and investment issues.
  • The position requires managing a portfolio of cases from intake to resolution while ensuring timely and compliant outcomes.
  • Vanguard offers a hybrid work model designed to capture the benefits of flexibility while enabling in-person learning and collaboration.

Matching Summary

This role supports a collaborative, client-focused team dedicated to resolving important account-related tax and investment issues.

Skills & Requirements

Must-have

  • Manage tax and cost basis cases
  • Communicate with clients and vendors
  • Research and analyze client inquiries
  • Maintain accurate CRM documentation
  • Explain tax concepts clearly

Nice-to-have

  • Identify process improvement opportunities
  • Participate in team training sessions
  • Work independently with guidance
  • Strong attention to detail
  • Collaborative team environment

Key Requirements

  • FINRA Series 7 license required
  • FINRA Series 63 license required
  • Bachelor's degree or equivalent experience
  • At least 3 years professional experience
  • No visa sponsorship available

Work Rights

Not specified

Tailored Resume

Cover Letter