Tax Resolution Specialist
Hybrid · Malvern, Pennsylvania, United States
Job Summary
Tax Resolution Specialist at Vanguard drives complex cost basis and tax-resolution cases, explains intricate concepts to clients and crew, and ensures compliant, timely resolutions. Responsibilities include managing a broad range of cases, researching and resolving sensitive client issues, maintaining CRM practices, identifying trends and workflow gaps, and contributing to lean-management activities and special projects. Requires an undergraduate degree or equivalent experience, 3+ years general experience with brokerage/problem resolution preferred, and Series 7/63 licenses. Hybrid work model is in place with Malvern, PA as the location.
Required Qualifications
- Undergraduate degree or equivalent tax and cost basis experience preferred
- Minimum three years of general experience, with at least one year of brokerage or problem resolution experience preferred
- Series 7 and Series 63 licenses are required
Additional Requirements
- Sponsorship Vanguard is not offering visa sponsorship for this position
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.