Tax Administrator

The Vanguard Group; Malvern (Chester County); Hybrid; USD 75,000 - 110,000; Full time

Job summary

The Vanguard Group in Malvern, PA is seeking a qualified professional to oversee daily tax-withholding operations for retail brokerage client accounts. This hybrid role requires working onsite on Tue, Wed, and Thu and coordinating with Tax Oversight, Compliance, Legal, and IT to meet regulatory and service-level objectives.

You will monitor withholding processes, resolve exceptions, and support B-Notices, backup withholding, and W-8 documentation activities while applying risk-aware judgment and

Qualifications

• Strong analytical and problem-solving skills.
• Ability to learn and apply complex concepts and processes.
• Effective verbal and written communication skills.
• Detail-oriented, independent, and able to manage time under pressure.

Responsibilities

• Oversee daily tax-withholding operations supporting retail brokerage client accounts.
• Manage processes to ensure regulatory and service-level objectives are met.
• Understand and apply broker-dealer tax filing rules and W-8 documentation where needed.
• Monitor withholding processes and address exceptions or operational issues.
• Support IRS B-Notice programs, backup withholding, and foreign withholding tasks.
• Collaborate with Tax Oversight, Compliance, Legal, and IT to ensure correct execution.
• Assist with testing, validation, and implementation of process enhancements.
• Provide a bridge between contributors and management for complex issues.

Skills

Analytical thinking

Problem solving

Effective communication

Independent work

Attention to detail

Adaptability

Education

Undergraduate degree

Job description

This opportunity follows a hybrid schedule. Onsite Tuesday, Wednesday Thursday in the following locations: Malvern, PA.

Duties

• Oversee daily tax-withholding operations supporting retail brokerage client accounts.
• Manage processes and provide oversight to ensure regulatory and service level objectives are consistently achieved.
• Understand unique rules applicable to Broker Dealer business related to required filings from tax agencies.
• Ensure regulatory, compliance, and service-level objectives are consistently achieved.
• Monitor automated withholding processes and identify, investigate, and resolve exceptions or operational issues.
• Support oversight of IRS B-Notice programs, including client resolution activities related to backup withholding requirements.
• Assist with foreign withholding and non-resident alien (NRA) tax processes, including W-8 documentation requirements.
• Support levy-processing activities requiring coordination across clients, taxing authorities, and internal business partners.
• Facilitate and maintain operational controls, ensuring appropriate documentation and evidence are completed accurately and on time.
• Analyze operational risks and proactively identify opportunities for process improvements and increased efficiency.
• Partner with Tax Oversight, Compliance, Legal, Enterprise Risk Management, technology teams, vendors, and business stakeholders to ensure accurate execution of tax-related activities.
• Support testing, validation, and implementation of process and system enhancements.
• Resolve complex client and operational issues with sound judgment and attention to risk.
• Operate as a trusted resource for complex issues and serve as a bridge between individual contributors and management.

Required Qualifications

• Undergraduate degree or equivalent combination of training and experience.
• Minimum of three years of related experience.
• Strong analytical and problem-solving skills.
• Demonstrated ability to learn and apply complex concepts, processes, or systems.
• Effective verbal and written communication skills.
• Proven ability to manage detail-sensitive work accurately under time constraints.
• Experience working independently and exercising sound judgment.
• Ability to adapt to changing priorities in a dynamic operational environment.

Preferred Qualifications

• Experience within financial services, brokerage operations, banking operations, tax operations, compliance, audit, risk, or other regulated operational environments.
• Familiarity with tax-withholding processes, B Notices, backup withholding, W-8 documentation, foreign withholding, or levy processing.
• Experience supporting controls, audits, compliance activities, or risk management programs.
• Process improvement experience, including Lean Management methodologies.
• Experience working with cross-functional stakeholders across complex organizations.
• Knowledge of systems, workflows, and operational controls.

Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position.

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. Vanguard, one of the world's leading investment management companies, serves individual investors, institutions, employer-sponsored retirement plans, and financial professionals. We have a diverse and talented crew with a culture that promotes teamwork, along with an unwavering focus on serving our clients' best interests.