Fund Tax Analyst, Specialist

About the role

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 a Fund Tax expert for the business.

Responsibilities

• 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.
• Serves as subject matter expert on complex tax compliance matters, and as the global process owner.
• Manages preparation, review, and consultative services for tax compliance.
• Performs independent analysis of complex tax issues. Recommends solutions and improvements to senior management and internal partners.
• Maintains awareness of 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.
• PARTNERS WITH THE BUSINESS IN DESIGNING AND DEVELOPING NEW PRODUCTS AND EVALUATING NEW INSTRUMENTS.
• CONTRIBUTES TO THE DEVELOPMENT AND GROWTH OF LESS EXPERIENCED COWORKERS, PROVIDES TECHNICAL GUIDANCE AND ON-THE-JOB TRAINING AS NEEDED.
• PERFORMS OTHER DUTIES AS ASSIGNED.

Qualifications

• A minimum of five years related work experience.
• An undergraduate degree or equivalent combination of training and experience. An Accounting or Finance degree preferred. A Graduate degree preferred.
• A CPA preferred.