Line Manager – Fund Tax recruitment
Vanguard, one of the world's largest investment management companies and a recognized employer of choice, seeks a line manager to serve as the technical tax expert within Fund Accounting. To ensure compliance with statutory and regulatory tax requirements, while minimizing business risk and maximizing value for shareholders/clients.
Your primary duties and responsibilities:
- Manages staff. Provides guidance, training and motivation as necessary to develop staff. Hires, evaluates and counsels personnel. Follows corporate disciplinary procedures per established Vanguard standards as required. Sets performance standards, reviews performance, provides feedback, recommends wage increases in accordance with all applicable Human Resources policies and procedures.
- Manages timely and accurate preparation, review and consultative services for fund tax compliance including all book-tax difference computations, income and excise tax returns, RIC qualification, shareholder reporting support.
- Researches complex tax issues and effectively communicates, verbally and in writing, related analyses to senior management and internal clients. Issues include but not limited to corporate action analysis, international security taxation, complex derivatives and structured products, defaulted securities, PFICs, partnerships, CFCs.
- Reviews and monitors federal, state and international legislation and regulatory pronouncements to ensure compliance with current requirements.
- Provides strategic and technical tax support for funds and their shareholders.
- Develops recommendations to minimize and/or monitor tax risk by documenting potential exposures and corresponding mitigation strategies.
- Provides technical guidance and training to less experienced staff within the Fund Tax Services group.
- Participates on special projects and performs other activities as assigned.
Qualifications
The ideal candidate should possess:
- Undergraduate degree or equivalent combination of training and experience.
- Juris Doctorate/LLM (advanced law degree in tax), MBA or CPA preferred.
- Minimum five years of tax experience in public accounting and/or corporate tax environment with emphasis on investment company/financial services.
- Proficient in spreadsheet and word processing software (Microsoft Office) and tax research databases (CCH, RIA Checkpoint, BNA.)
- Possess excellent leadership, interpersonal, verbal and written communication, presentation, and problem solving skills.
- Management skills preferred.
Note: Vanguard is not offering visa sponsorship for this position. Additionally, employment is contingent on a successful drug-screening result.
March 17, 2012
• Tags: Accounting & Finance careers in the USA, Fund Tax recruitment, Line Manager • Posted in: Financial