Client Services Tax Analyst, Specialist

Core Responsibilities

1.  Owns the preparation, filing and related payments for complex tax returns for clients and trusts. Implements appropriate measures and reporting to control activities and functions supporting client accounts.

2.  Ensures the timely filing of all fiduciary tax returns and tax forms to meet needs and expectations of clients.

3.  Researches regulations in depth to resolve client and agency issues, engaging with internal and external partners when applicable.

4.  Enhances operational and client service delivery by driving process optimization, technology enhancements, or acting as a key liaison across teams and external vendors.

5.  Coaches and trains crew on processes, procedures, and quality standards.

6.  Participates in special projects and performs other duties as assigned.

Qualifications

• Minimum of five years experience with three years of tax experience.
• Undergraduate degree in related field or equivalent experience.

Special Factors

Sponsorship

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.