Vanguard
Financial Services
FundTaxAnalyst,Specialist
Neural analysis suggests this role is
optimal for Mid candidates.
“Fund Tax Analyst, Specialist at Vanguard. Skills: Fund tax, Tax compliance, Tax strategy. Oversee and review tax filing processes. Respond to audit inquiries”
Industry & Context.
Tax research; Tax analysis
What They're Looking For.
Must Have
Five years related work experience, Undergraduate degree or equivalent combination of training and experience
Nice to Have
Accounting or Finance degree preferred, Graduate degree preferred, CPA preferred
What You'll Do.
Oversee and review tax filing processes
Respond to audit inquiries
Monitor cross-border taxation
Monitor international tax compliance processes
Provide responses regarding international tax audits
Review and oversee research and analyses of mergers
Provide recommendations to management
Provide direction on advice and guidance communicated to
Support development of tax strategies
Monitor legislative and regulatory developments
Comply with domestic and international taxation
Attend industry and vendor conferences
Contribute to development and growth of less experienced
Provide technical guidance
Provide on-the-job training
Participate in special projects
Perform other duties as assigned
Full Job Description
**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
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