Are you interested in building a career in tax and investment operations while helping clients resolve important account‑related issues? Tax Resolution Services (TRS) is seeking a Tax Resolution Analyst to join our collaborative, client‑focused team.
This role is well‑suited for someone looking to develop practical experience in tax and cost basis resolution while working closely with experienced partners across the organization. As a Tax Resolution Analyst, you will support and manage assigned tax and cost basis cases, helping ensure client inquiries are researched thoroughly, communicated clearly, and resolved accurately.
What You’ll Do- Manage a portfolio of assigned tax and cost basis cases, working through each case from intake to resolution with guidance and established procedures.
- Communicate with internal partners, third‑party vendors, and clients using clear, professional written and verbal communication.
- Accept inbound client calls from assigned open cases.
- Research and analyze client inquiries to help identify appropriate next steps, escalating issues when needed to ensure timely and compliant resolution.
- Maintain accurate case documentation and client records in CRM systems.
- Explain tax and cost basis concepts in a clear, approachable way based on the audience and situation.
- Follow defined workflows and service standards while applying judgment in situations that require additional review or support.
- Identify recurring issues or process opportunities and share observations with the team.
- Participate in team huddles, training sessions, and ongoing process‑improvement discussions.
- Support special projects and perform additional responsibilities as assigned.
- FINRA Series 7 and Series 63 licenses are required at time of application.
- Bachelor’s degree or equivalent experience in tax, cost basis, or brokerage operations.
- At least 3 years of general professional experience, with exposure to brokerage operations, client service, or issue resolution preferred.
- Strong attention to detail with the ability to organize and prioritize multiple cases.
- Solid analytical and problem‑solving skills, with comfort working within established guidelines.
- Ability to work independently on assigned tasks while knowing when to seek guidance or escalate.
- Professional communication and interpersonal skills, with a focus on client experience and accuracy.
- Meaningful client impact: Help resolve tax and cost basis issues that matter to clients’ financial outcomes.
- Skill development: Gain hands‑on experience in tax resolution, cost basis, regulatory considerations, and client communication.
- Collaborative environment: Work closely with teammates, internal partners, and vendors in a supportive, team‑based setting.
- Growth‑oriented role: Build a strong foundation for continued development within Tax Resolution Services or related operational paths.
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 Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Vanguard and has not been reviewed or approved by Vanguard.
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Retirement Support — Retirement support appears unusually strong through a 401(k) design that includes a match plus an additional employer contribution, which can materially lift long-term total rewards. HSA seeding and an enhanced employer match further strengthen the savings-and-benefits value of the package.
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Wellbeing & Lifestyle Benefits — Wellbeing and lifestyle support is reinforced by a sizable annual FlexFund stipend that can be applied across many day-to-day categories such as fitness, childcare, and other personal expenses. On-site or virtual clinics and fitness options add practical health and wellness convenience.
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Affordable Benefits — Healthcare and related benefits are positioned as comparatively affordable via heavily subsidized medical plans and broad coverage options. This affordability can offset moderate base pay for employees who place higher value on out-of-pocket cost reductions.
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What We Do
We are a community of 30 million who think – and feel – differently about investing. Together, we’re changing the way the world invests. Since our founding in 1975, helping our investors achieve their goals is our sole reason for existence. With no other parties to answer to and therefore no conflicting loyalties, we make every decision—like keeping investing costs as low as possible—with only your needs in mind. Vanguard is one of the world's largest investment companies, offering a large selection of high-quality low-cost mutual funds, ETFs, advice, and related services. Individual and institutional investors, financial professionals, and plan sponsors can benefit from the size, stability, and experience Vanguard offers. As of April 30, 2019, we managed more than $5.6 trillion in global assets. In addition, we have 189 funds in the United States and 225 funds in global markets. For Commenting Guidelines & Important information, visit here: http://vanguard.com/linkedin Vanguard Marketing Corporation, Distributor.
