Provides leadership, oversight, and accountability for tax items and ensures compliance with statutory and regulatory tax requirements. Protects investment products from financial loss and liability. Develops strategic relationships with key internal and external partners and serves as serve as a Fund Tax expert for the business.
Responsibilities:
1. Provides strategic and technical tax support, develops recommendations to minimize tax risk for the funds and shareholders. Develops and implements tax reporting and accounting policies.
2. Serves as subject matter expert on complex tax compliance matters, and as the global process owner.
3. Manages preparation, review, and consultative services for tax compliance.
4. Performs independent analysis of complex tax issues. Recommends solutions and improvements to senior management and internal partners.
5. Monitors for legislative and regulatory developments to ensure compliance with domestic and international taxation, tax laws, and regulations affecting global investments of Vanguard products. Attends industry and vendor conferences to stay abreast of changes and industry impact.
6. Partners with the business in designing and developing new products and evaluating new instruments.
7. Contributes to the development and growth of less experience crew members, provides technical guidance and on-the-job training as needed.
8. Participates in special projects and performs other duties as assigned.
Qualifications:
Minimum of five years related work experience.
Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred. Graduate degree preferred.
CPA preferred.
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.
Skills Required
- Minimum of five years related work experience.
- Undergraduate degree or equivalent combination of training and experience.
- Accounting or Finance degree.
- Graduate degree.
- CPA.
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.
Vanguard Insights
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.
