We are seeking a highly skilled and experienced Product Tax Specialist to join our dynamic team in Europe, reporting to the Head of Product Tax for Europe.
This role will support driving our European tax strategy, managing the day-to-day tax affairs and providing ongoing business support in relation to the European product range. This role requires strong advisory skills, strategic thinking and stakeholder engagement to manage tax risks, enhance processes, enable projects and ensure compliance.
In this role you will
Assess and communicate tax risks and obligations throughout the lifecycle of fund products, including launch, ongoing management, and closure
Partner with key business areas to proactively manage tax risks in alignment with group policy and business objectives
Provide tax technical input for new product launches, distribution strategies, and a variety of asset types across European markets
Review and advise on the tax aspects of product documentation, agreements and investor communications
Support investor tax reporting obligations by providing technical input and continuously assessing the impact of business change on reporting requirements
Oversee and review CT600 fund tax returns and associated deliverables / filings
Monitor withholding tax positions, manage reclaim and relief at source processes, and ensure timely updates to withholding tax rates
Provide tax technical input to assess and address the impact of market changes on the European product range
Maintain technical knowledge of product tax issues, legislative updates, and industry best practices
Provide support across a broad range of tax-related projects and initiatives, contributing expertise and resource flexibility as needed to meet evolving business priorities
What it takes
Chartered Accountant (ACA) or Chartered Tax Advisor (CTA), with relevant asset management tax or accounting experience
Proficient in spreadsheet and word processing software (Microsoft Excel and Office) and tax research databases (e.g. BBH Worldview, EY GWTR)
Excellent organisational skills and the ability to use own initiative to assess and prioritise effectively with the ability to work quickly and independently, with attention to detail and sensitivity to deadlines
Confident in reaching out for further clarification where required, willing to take on new areas of responsibility outside of previous experience
Strong interpersonal, verbal and written communication, presentation, and problem solving skills with the ability to interact effectively with senior management and associate level personnel
Special Factors
Vanguard is not offering sponsorship for this position
This is a hybrid position and would require you to work in the office Tuesday-Thursday
Why Vanguard?
Vanguard is a different kind of investment company. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients.
This is a philosophy that has helped millions of people around the world to achieve their goals with low-cost, uncomplicated investments.
It's what we stand for: value to investors.
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: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Our commitment to equal employment opportunity
Vanguard is an equal opportunity employer. Vanguard is committed to providing all crew members a working environment that is free from discrimination, prejudice and bias. Through this Equal Employment Opportunity (EEO) Policy, Vanguard reaffirms its commitment to equal employment opportunity for all applicants and crew members without regard to race, color, national origin or ancestry, religion, gender, sex, sexual orientation, gender identity or expression, age, disability, marital status, veteran or military status. In addition, Vanguard prohibits discrimination based on genetic information, as well as any other characteristic protected by federal, state or local law.
Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and certain state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on Vanguard. Please inform [email protected] if you need assistance completing this application or to otherwise participate in the application process.
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.
