Join Vanguard as a Senior Tax Analyst, where you'll provide crucial tax analysis and support for our funds through comprehensive research, analysis, and tax filing activities. You'll stay ahead of domestic and international regulatory changes, assess the tax implications, and recommend process improvements to ensure compliance and efficiency.
In this role, you'll handle extensive international withholding and treaty work with various tax authorities in foreign markets. You’ll work closely with external service providers to secure beneficial tax rates for our funds, manage year-end shareholder tax analysis and research, and collaborate with local tax agents to fulfill regulatory and compliance requirements in foreign jurisdictions. You'll gain tax expertise with a focus on the impacts of foreign withholding tax for both US and non-US funds.
Responsibilities:
Prepares and reviews complex tax filings processes such as book-tax difference computations, federal income tax provisions, global tax filings, uncertain tax positions work papers, etc.
Researches and analyzes merger and acquisition transactions. Evaluates tax impacts and provides recommendations to management.
Reviews and resolves tax issues. Partners with internal and external partners to achieve resolution and ensure accurate tax accounting and reporting. Acts as tax liaison for critical investment operations functions.
Monitors and complies with domestic and international taxation, tax laws, and regulations affecting global investments of Vanguard products.
Independently performs analysis of issues and elevates high priority situations for management review. Recommends solutions and process improvement opportunities to gain efficiency. Attends industry and vendor conferences to stay abreast of changes and industry impact.
Trains new crew members, provides technical guidance and on-the-job training as needed.
Participates in special projects and performs other duties as assigned.
Qualifications:
Minimum of three years related work experience.
Undergraduate degree or equivalent combination of training and experience. Accounting or Finance degree preferred.
CPA, ACA, or CTA preferred.
Knowledge of domestic and international tax regulations
Expertise in foreign withholding treaties, including documentation management
Attention to detail in monitoring custodial needs and tax reporting reconciliation
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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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.
