Tax Resolution Specialist
Malvern, PA · On-site
Owns and manages a broad range of complex cost basis resolution cases, utilizing strong client relationship skills in both verbal and written communication with internal crew and external clients.
Malvern, PA · On-site
Owns and manages a broad range of complex cost basis resolution cases, utilizing strong client relationship skills in both verbal and written communication with internal crew and external clients.
Malvern, PA · On-site
Owns and manages a broad range of complex cost basis resolution cases, utilizing strong client relationship skills in both verbal and written communication with internal crew and external clients.
Pittsburgh, PA · Remote
$110K - $135K/yr
... manage a caseload remotely with minimal hand-holding Preferred: • Multi-state resolution and voluntary disclosure program experience • Background in a CPA firm, tax advisory, or boutique ...
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Pittsburgh, PA · Remote
$110K - $135K/yr
... manage a caseload remotely with minimal hand-holding Preferred: • Multi-state resolution and voluntary disclosure program experience • Background in a CPA firm, tax advisory, or boutique ...
Philadelphia, PA · On-site
$40/hr
Position Overview The Midtown Group's client is seeking a Supervisor, Dispute Resolution to lead a high-performing team managing customer disputes and correspondence. This role is responsible for ...
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Philadelphia, PA · On-site
$40/hr
Position Overview The Midtown Group's client is seeking a Supervisor, Dispute Resolution to lead a high-performing team managing customer disputes and correspondence. This role is responsible for ...
... Resolution Specialist, you will play a critical frontline role in investigating and resolving ... Key Responsibilities Manage and prioritize a daily caseload to ensure cases are resolved accurately ...
... Resolution Specialist, you will play a critical frontline role in investigating and resolving ... Key Responsibilities Manage and prioritize a daily caseload to ensure cases are resolved accurately ...
Reading, PA · On-site
$16 - $26/hr
... management as they occur. • Work well with team members/management and not contribute to ... Resolution Skills. • High attention to detail. Education/Experience * High school diploma or ...
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Reading, PA · On-site
$16 - $26/hr
... management as they occur. • Work well with team members/management and not contribute to ... Resolution Skills. • High attention to detail. Education/Experience * High school diploma or ...
Reading, PA · On-site +1
$16 - $26/hr
... management as they occur. • Work well with team members/management and not contribute to ... Resolution Skills. • High attention to detail. Education/Experience * High school diploma or ...
Reading, PA · On-site +1
$16 - $26/hr
... management as they occur. • Work well with team members/management and not contribute to ... Resolution Skills. • High attention to detail. Education/Experience * High school diploma or ...
Reading, PA · Remote
$16 - $26/hr
Work well with team members/management and not contribute to unproductive group conflict or ... Conflict Resolution Skills. High attention to detail. Education/Experience * High school diploma or ...
Reading, PA · Remote
$16 - $26/hr
Work well with team members/management and not contribute to unproductive group conflict or ... Conflict Resolution Skills. High attention to detail. Education/Experience * High school diploma or ...
Pittsburgh, PA · On-site +1
$70K - $140K/yr
The Resolution & Recovery Planning Office is responsible for the end-to-end development and ... Project management, data collection and evaluation, collaborating with business lines, developing ...
Pittsburgh, PA · On-site +1
$70K - $140K/yr
The Resolution & Recovery Planning Office is responsible for the end-to-end development and ... Project management, data collection and evaluation, collaborating with business lines, developing ...
Pittsburgh, PA · On-site +1
$70K - $140K/yr
The Resolution & Recovery Planning Office is responsible for the end-to-end development and ... Project management, data collection and evaluation, collaborating with business lines, developing ...
Pittsburgh, PA · On-site +1
$70K - $140K/yr
The Resolution & Recovery Planning Office is responsible for the end-to-end development and ... Project management, data collection and evaluation, collaborating with business lines, developing ...
Recognize and implement alternate means of resolution. * Manages litigated claims. Develop litigation plan with staff or panel counsel, including discovery and legal expenses, to assure effective ...
Recognize and implement alternate means of resolution. * Manages litigated claims. Develop litigation plan with staff or panel counsel, including discovery and legal expenses, to assure effective ...
Recognize and implement alternate means of resolution. * Manages litigated claims. Develop litigation plan with staff or panel counsel, including discovery and legal expenses, to assure effective ...
Recognize and implement alternate means of resolution. * Manages litigated claims. Develop litigation plan with staff or panel counsel, including discovery and legal expenses, to assure effective ...
Recognize and implement alternate means of resolution. * Manages litigated claims. Develop litigation plan with staff or panel counsel, including discovery and legal expenses, to assure effective ...
Recognize and implement alternate means of resolution. * Manages litigated claims. Develop litigation plan with staff or panel counsel, including discovery and legal expenses, to assure effective ...
Bradford, PA · On-site
Provide proactive and ongoing training and development, strengthening team capabilities and building strong customer relationships through prompt issue resolution * Manage staff scheduling and ...
Bradford, PA · On-site
Provide proactive and ongoing training and development, strengthening team capabilities and building strong customer relationships through prompt issue resolution * Manage staff scheduling and ...
Provide proactive and ongoing training and development, strengthening team capabilities and building strong customer relationships through prompt issue resolution * Manage staff scheduling and ...
Provide proactive and ongoing training and development, strengthening team capabilities and building strong customer relationships through prompt issue resolution * Manage staff scheduling and ...
Ability to work independently and manage multiple priorities in a fast-paced environment. Location: West Chester, PA (Hybrid - 2-3 days per week in the office), Resolution Life US is committed to ...
Ability to work independently and manage multiple priorities in a fast-paced environment. Location: West Chester, PA (Hybrid - 2-3 days per week in the office), Resolution Life US is committed to ...
Mechanicsburg, PA · Remote
$62K - $81K/yr
Overview Role Overview As the Senior Auto Liability Special Handling Unit Resolution Manager (SHU SRM), you will serve as our primary owner and expert in responsible for the detection, investigation ...
Mechanicsburg, PA · Remote
$62K - $81K/yr
Overview Role Overview As the Senior Auto Liability Special Handling Unit Resolution Manager (SHU SRM), you will serve as our primary owner and expert in responsible for the detection, investigation ...
... manage multiple priorities in a fast-paced environment. Location: West Chester, PA (Hybrid - 2-3 days per week in the office), Resolution Life US is committed to disclosing a reasonable estimate of ...
... manage multiple priorities in a fast-paced environment. Location: West Chester, PA (Hybrid - 2-3 days per week in the office), Resolution Life US is committed to disclosing a reasonable estimate of ...
West Chester, PA · On-site
Manage Product Owner team resource capacity and demand. * Partner with Agile Coaches to drive adoption and maturity of Resolution Life Agile Ways of Working across the enterprise to ensure ...
West Chester, PA · On-site
Manage Product Owner team resource capacity and demand. * Partner with Agile Coaches to drive adoption and maturity of Resolution Life Agile Ways of Working across the enterprise to ensure ...
West Chester, PA · Hybrid
Manage Product Owner team resource capacity and demand. * Partner with Agile Coaches to drive adoption and maturity of Resolution Life Agile Ways of Working across the enterprise to ensure ...
West Chester, PA · Hybrid
Manage Product Owner team resource capacity and demand. * Partner with Agile Coaches to drive adoption and maturity of Resolution Life Agile Ways of Working across the enterprise to ensure ...
$125K - $155K/yr
Lead issue resolution to prevent project disruption and maintain project momentum. * Serve as a ... Manage customer expectations and coordinate resolution of billing, invoice, payment, and contract ...
$125K - $155K/yr
Lead issue resolution to prevent project disruption and maintain project momentum. * Serve as a ... Manage customer expectations and coordinate resolution of billing, invoice, payment, and contract ...
$22K - $30.6K
12% of jobs
$37.4K is the 25th percentile. Wages below this are outliers.
$30.6K - $39.1K
17% of jobs
$39.1K - $47.7K
7% of jobs
The median wage is $55.9K / yr.
$47.7K - $56.2K
15% of jobs
$56.2K - $64.8K
15% of jobs
$70.4K is the 75th percentile. Wages above this are outliers.
$64.8K - $73.3K
15% of jobs
$73.3K - $81.9K
9% of jobs
$81.9K - $90.4K
3% of jobs
$90.4K - $99K
3% of jobs
$99K - $107.5K
2% of jobs
$107.5K - $116.1K
2% of jobs
$22K
$60.7K
$116.1K
| Aspect | Resolution Manager | Customer Service Manager |
|---|---|---|
| Primary Focus | Resolving complex issues and disputes efficiently | Overseeing customer service teams and satisfaction |
| Required Skills | Problem-solving, conflict resolution, technical knowledge | Leadership, communication, customer relationship management |
| Work Environment | Operations, support centers, client-facing roles | Call centers, retail, service industries |
| Certifications | Relevant industry certifications, conflict resolution training | Customer service certifications, management training |
While both roles focus on customer interactions, the Resolution Manager specializes in resolving complex issues and disputes, often requiring technical or specialized knowledge. The Customer Service Manager oversees overall customer satisfaction and team management. Understanding these differences helps in choosing the right career path or hiring the appropriate professional for specific needs.

Full-time
This job post has expired 1 day ago. Applications are no longer accepted.
Tax Resolution Services is the clientfacing function within the Tax and Cost Basis organization. This role supports all client segments with complex and elevated issues, playing a critical piece to analyzing and resolving complex tax and cost basis issues, while clearly communicating those concepts to clients and crew. The role drives corrective actions and ensures optimal resolution through completion.
Responsibilities:
Owns and manages a broad range of complex cost basis resolution cases, utilizing strong client relationship skills in both verbal and written communication with internal crew and external clients.
Applies sound judgment and decisionmaking to identify, research, and resolve sensitive client issues, initiating service recovery and escalating as needed to ensure resolution in accordance with regulatory and compliance standards.
Effectively manages client relationships throughout the resolution lifecycle, clearly explaining complex topics based on audience needs and maintaining strong CRM practices.
Proactively identifies trends, workflow gaps, and system issues; participates in analysis and resolution efforts while navigating ambiguity and driving solutions forward.
Sets appropriate expectations with internal and external clients, determines effective followup strategies, and documents voiceoftheclient feedback for trend reporting.
Actively participates in a lean management culture, including daily huddles, problemsolving sessions, meetings, and training to enhance the client and crew experience.
Participates in special projects and other duties as assigned.
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.
Strong service recovery, analytical, organizational, and prioritization skills.
Selfstarter able to work independently and develop solutions in situations with limited precedent.
Exceptional client relationship management, interpersonal, and communication skills, with the ability to explain complex concepts to diverse audiences.
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.
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11 - 50 Employees
Tacoma, WA, US
2001