Fund Tax Analyst, Specialist

Provides tax analysis oversight and support for Vanguard's funds through research and analysis and tax filing activities. Maintains domestic and international lenses on regulatory changes and impacts, and provides recommendations towards process improvements.

Core Responsibilities

• Oversees and reviews tax filing processes related to mutual funds, trusts, etc. Responds to audit inquiries.
• Monitors cross-border taxation and international tax compliance processes. Provides responses regarding international tax audits.
• Reviews and oversees research and analyses or mergers and acquisitions. Evaluates tax impacts and provides recommendations to management. Provides direction on advice and guidance communicated to the business related to .
• Supports the development of tax strategies in building out and improving upon services.
• Monitors for legislative and regulatory developments and complies 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.
• Contributes to the development and growth of less experience 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 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.