This job has expired, please see additional jobs below
Fund Tax Consultant
Vanguard
Malvern, PA, United States
Job Details - this job has expired, please see similar jobs below
To provide leadership, oversight, and accountability for tax items and ensure compliance with statutory and regulatory tax requirements, while protecting the investment products from financial loss and liability. To develop strategic relationships with key internal and external partners and serve as serve as a Fund Tax expert within the Finance Division.
Duties & Responsibilities
• Provides strategic and technical tax support by developing recommendations to minimize and/or monitor tax risk for funds and their shareholders. Interacts with a number of stakeholders internally and externally, including but not limited to internal representatives in trade support functions, fund accounting, legal and with external participants including custodians and other service providers. Documents potential exposures and corresponding mitigation strategies.
• Serves as a subject matter expert on complex tax compliance matters and as global process owner.
• Manages timely and accurate preparation, review and consultative services for tax compliance within a specific book of business.
• Performs independent analysis of complex tax issues and effectively communicates, verbally and in writing, recommendations to senior management and internal clients.
• Proactively reviews and monitors federal, state and international legislation and regulatory pronouncements to ensure compliance with current requirements.
• Ensure the documentation and maintenance records of tax policies and procedures.
• Develops recommends and implements tax reporting and accounting policies.
• Partners with the business in designing and developing new products and evaluating new instruments.
• Contributes actively to the development and growth of less experienced colleagues, providing technical guidance and on-the-job training as needed.
• Leads process enhancement initiatives.
• Participates in special projects and performs other duties as assigned.
Qualifications
• Undergraduate degree required.
• CPA strongly preferred.
• Minimum 6 years of tax experience preferred.
• Experience in a Big 4 Accounting and Professional Services firm preferred.
• Knowledge of international taxation of financial instruments and products strongly preferred.
Special Factors
Vanguard is not offering visa sponsorship for this position.