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Loading LAYIQ…From Vanguard's posting. “We” and “our” refer to the employer.
Position Summary: The Tax Reporting Manager leads Vanguard's shareholder information reporting function for both advised wealth management and self-directed clients. This role is responsible for overseeing the production of approximately nine million annual client tax forms, ensuring regulatory compliance, managing operational risk, and driving the delivery of broker dealer tax-reporting services across.
This position focuses on shareholder information reporting and client-facing tax form production rather than corporate tax reporting. The role oversees the reporting processes that support investor tax documentation, including Forms 1099, 1042, 5498 to achieve shareholder reporting requirements.
This leader oversees a highly specialized team of managers and individual contributors and works closely with business, technology, risk, compliance, legal, and vendor partners. Success in the role requires strong operational leadership, stakeholder management, systems thinking, and the ability to navigate complex regulatory and operational environments.
Ability to lead a highly specialized and experienced team.
Strong curiosity, critical thinking, and sound judgment.
Ability to build credibility quickly and influence across diverse stakeholder groups.
Comfort operating in a complex environment with multiple systems, vendors, and regulatory requirements.
Strong focus on driving outcomes while maintaining a high standard of client service, risk management, and compliance.
Ability to learn and apply specialized shareholder reporting concepts while leading technical subject matter experts.
Additional Information
This position follows a hybrid work model.
Experience in shareholder information reporting, brokerage tax reporting, information reporting and withholding, or related investor reporting functions is highly valued.
Candidates whose experience is exclusively focused on corporate income tax may not have the directly transferable experience needed for this role.
Relocation assistance is not available for this role.
Vanguard is not offering visa sponsorship for this position.
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
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.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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