Fund Tax Analyst, Specialist

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

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.