Fund Tax Analyst, Specialist

Core Responsibilities

• Oversees and reviews tax treaty documentation and filing processes related to mutual funds, trusts, etc.

• Monitors cross-border taxation and international tax compliance processes. Provides responses regarding international tax audits.

• Reviews and oversees research and analyses on mergers and acquisitions. Evaluates tax impacts and provides recommendations to management. Provides direction on advice and guidance communicated to the business related to funds and other initiatives.

• Supports the development of tax strategies in building out and improving upon services with business partners.

• 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.

Our commitment to diversity, equity, and inclusion

Vanguard’s commitment to diversity, equity, and inclusion (DEI) is central to our ability to deliver on our mission. We aspire to create a work environment that is inclusive, equitable, and diverse—one that enables our employees, whom we call crew, to thrive and bring their best selves to work every day on behalf of our clients.

Cultivating DEI lifts our entire organization, and everyone shares accountability for our progress—from our senior leaders who lay the foundation and set the example for inclusive behaviors to crew who are growing in their personal DEI learning experiences.

Together, we’re on a mission. We are fueled by the value of diverse voices and connected through friendships and a culture of care—for our clients, our communities, and each other.    

Vanguard’s DEI journey has no finish line. Our commitment is enduring, and we remain focused on the path ahead. To learn more about Vanguard goals and progress toward DEI, download our Diversity, Equity, and Inclusion Report.

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.