The Mutual Fund Tax Analyst provides leadership, oversight, and accountability for tax items and ensures compliance with statutory and regulatory tax requirements. This role protects investment products from financial loss and liability and develops strategic relationships with key internal and external partners and serves as serve as a Mutual Fund Tax expert for the business.
The Mutual Fund Tax Analyst:
- 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.
- 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.
- Partners with the business in designing and developing new products and evaluating new instruments.
- 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.
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What it takes:
- 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.
- Tax or Accounting and/or Lending experience preferred
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
We are Vanguard. Together, we're changing the way the world invests.
For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.
We want to make success accessible to everyone. This is our opportunity. Let's make it count.
Inclusion Statement
Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: "Do the right thing."
We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.
When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.
Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
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.