VANGUARD

Tax Lead

Melbourne, Australia Full time

About Vanguard

More than 45 years ago, John C. Bogle had a vision to start an investment company that did things differently. A company with no external shareholders. Where all the profits were invested back into the business and used to lower costs. Evidently, it was as bold as it was brilliant. To this day, Vanguard Group still has no external shareholders. That means no share prices to protect, and no profits to generate for outside owners. 

Today, Vanguard is one of the world’s largest investment management companies, serving more than 50 million investors worldwide. For more than 30 years Vanguard Australia has been supporting individual investors, financial advisers, and superannuation members to achieve their long-term financial goals.

Duties and Responsibilities:

  • Manages the end-to-the-end tax compliance process for Funds, Corporate and Fringe Benefit returns, and Business Activity Statements.

  • Performs quarterly corporate tax provisions, and year-end tax provision.

  • Maintenance of Vanguard tax risk management and governance policies.

  • Partners with Fund Accounting/ Corporate Accounting to streamline and/or develop new processes.

  • Acts as a point of contact for tax-related queries, including putting forward a recommendation of resolution to the Tax Manager and taking the lead to resolve internal clients.

  • Builds and maintains strong working relationships across Vanguard and external suppliers to achieve mutually agreeable goals

  • Develops and keeps abreast of legislative and regulatory tax developments to support implementation of applicable changes and tax planning.

Skills:

  • Undergraduate degree in Accounting or Finance or equivalent of experience and training. 

  • Minimum of eight or more years of relevant tax experience

  • CA, CTA or CPA qualified.

  • Strong knowledge of Corporate Tax and the Funds Management industry (preferred)

  • Advanced in Microsoft Office.

  • Strong verbal and written communication, interpersonal, presentation and organizational skills.

  • Excellent analytical and problem solving skills.

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.