Product Tax Specialist - Europe at Vanguard

Dublin, County Dublin, Ireland

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Asset Management, Finance, Investment FundsIndustries

Requirements

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

Responsibilities

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

Skills

Chartered Accountant (ACA)

Chartered Tax Advisor (CTA)

Asset Management Tax

Tax Risk Management

Fund Tax Returns (CT600)

Withholding Tax

Microsoft Excel

Microsoft Office

Tax Compliance

Tax Advisory

Stakeholder Engagement

Vanguard

Client-owned investment management firm offering low-cost funds

About Vanguard

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.

Kline Township, PennsylvaniaHeadquarters

1975Year Founded

SECONDARYCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Best-in-class medical, dental & vision coverage

Onsite health clinic & fitness center

Health Smart Rewards program

Vanguard Retirement Savings Plan

Education Benefits

PTO

Family Planning Benefist

Parental leave

Personal development opportunities

Volunteer Time Off

Risks

Competition from AI-driven platforms like Writer challenges Vanguard's traditional advisory services.

Vanguard's stake in Steelcase exposes it to the volatile furniture market.

New active bond ETFs may struggle in a low-yield environment with increasing competition.

Differentiation

Vanguard is client-owned, aligning its interests with investors, unlike traditional firms.

The firm offers low-cost investment products, making it attractive to cost-conscious investors.

Vanguard's ownership structure allows it to focus on long-term investor value.

Upsides

Vanguard's new active bond ETFs offer diversified, low-cost fixed income options.

The acquisition of Steelcase shares diversifies Vanguard's portfolio into the furniture industry.

Launching the International Dividend Growth Fund appeals to investors seeking sustainable dividend growth.

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