# Tax Reporting Manager at Vanguard

Vanguard is hiring a Tax Reporting Manager. Level rates it Little AI ●○○○; you can [apply on Level](https://jobsbylevel.com/go/c72834ca-6d9e-4214-bf4e-f8c3a17691bf?utm_medium=ai-agent).

AI Level 1, AI centrality 37 out of 100. Malvern, PA.

## Details

- Company: [Vanguard](https://jobsbylevel.com/companies/vanguard)
- AI level: AI Level 1 (score 37 out of 100)
- Location: Malvern, PA
- Posted: October 15, 2026
- Apply: https://jobsbylevel.com/go/c72834ca-6d9e-4214-bf4e-f8c3a17691bf?utm_medium=ai-agent

## Description

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. Responsibilities Lead the shareholder information reporting function, including the production of client-facing tax forms and regulatory reporting requirements. Manage and develop a specialized team of leaders and individual contributors, fostering engagement, accountability, and professional growth. Oversee tax-reporting operations, controls, and processes to ensure compliance with applicable federal, state, international, and industry regulations. Partner closely with business, technology, risk, compliance, legal, and vendor teams to deliver successful operational outcomes. Lead planning and execution activities for annual tax-production cycles and support issue resolution during critical production periods. Drive operational excellence through process improvements, technology enhancements, and continuous-improvement initiatives. Manage complex business processes involving multiple systems, vendors, dependencies, and stakeholder groups. Monitor regulatory developments and evaluate impacts to processes, controls, systems, and client service models. Resolve complex operational and client-related issues while balancing client experience, regulatory requirements, and risk considerations. Contribute to organizational strategy, workforce planning, budget management, and long-term service delivery improvements. Present recommendations, risks, and operational updates to senior leadership and business partners. Participate in special projects and perform other duties as assigned. Required Qualifications: · Undergraduate degree or equivalent experience required. MBA/CPA/MS in Taxation preferred. · Minimum five years general management experience and five years related business experience; three years of management/supervisory experience preferred. Significant leadership experience within financial services, operations, tax reporting, brokerage operations, securities operations, or a related regulated environment. Demonstrated experience leading and developing both managers and individual contributors. Strong operational, analytical, and problem-solving skills. Proven ability to manage complex processes and drive results in a deadline-driven environment. Exceptional stakeholder management and relationship-building skills. Strong communication, presentation, and influencing abilities. Ability to work effectively across business, technology, risk, compliance, and vendor organizations. Demonstrated learning agility and ability to navigate unfamiliar systems, processes, and subject matter. Preferred Qualifications: Experience in shareholder information reporting, brokerage tax reporting, information reporting and withholding, or related investor tax-reporting functions. Knowledge of Forms 1099, consolidated tax reporting, and related shareholder tax-reporting processes. Experience within the brokerage, securities, broker-dealer, transfer-agent, or wealth-management industry. Experience leading

The description is cut here. Read the full offer: https://jobsbylevel.com/jobs/tax-reporting-manager-at-vanguard-91b874

Source: https://jobsbylevel.com/jobs/tax-reporting-manager-at-vanguard-91b874

## Cite this page

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