Tax Planning Specialist
WealthsimpleFull Time
Senior (5 to 8 years)
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This role is based in Hyderabad, Telangana at Vanguard’s India office.
Minimum 8 years of relevant work experience in tax accounting and compliance is required, along with a Chartered Accountant, MBA, or equivalent degree in finance, law, or risk management. CPA, CTA or equivalent financial designation is preferred.
Responsibilities include leading tax projects, overseeing tax returns, analyzing financial documents, ensuring compliance with tax laws, consulting on regulations, developing tax policies, managing audits, collaborating with consultants, conducting tax research, and participating in special projects.
Vanguard’s mission is to take a stand for all investors, treat them fairly, and give them the best chance for investment success. The company fosters a high-performance culture through HR strategies focused on workforce planning, talent management, and employee engagement.
Vanguard offers Total Rewards programs that provide financial wellness support and reflect what employees care about throughout all phases of life.
Client-owned investment management firm offering low-cost funds
Vanguard provides financial services with a focus on investment management. The company offers a variety of products, including mutual funds, exchange-traded funds (ETFs), individual retirement accounts (IRAs), and 401k rollovers, aimed at individual investors, financial advisors, and institutions. Vanguard's unique ownership structure means it is owned by its funds, which are in turn owned by the clients, allowing it to prioritize the needs of its investors over external shareholders. This model enables Vanguard to offer low-cost investment options, as it primarily earns revenue through management fees that are generally lower than industry standards. Additionally, Vanguard provides personalized investment advisory services, charging fees based on the assets managed. The company's goal is to help clients grow their wealth and achieve their financial objectives through effective investment strategies, while maintaining a competitive performance track record.