Tax Analyst
Column TaxSalary not specified
Full Time
Mid-level (3 to 4 years)
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
NoVisa
Financial ServicesIndustries
Requirements
- Minimum of three years of related work experience
- Undergraduate degree or an equivalent combination of training and experience; Accounting or Finance degree preferred
- Experience with MS365, CoPilot, Oracle, Tableau Prep or Alteryx, OneSource Income Tax, and CCH AnswerConnect preferred
- CPA or other financial designations preferred
Responsibilities
- Maintain tax information, records, and relevant work papers for compliance
- Prepare tax returns, estimates, extensions, and other required reports accurately and on time
- Prepare annual personal property tax renditions
- Perform quarterly and annual state tax provision tasks as well as SOX control tasks
- Proactively implement process improvements to enhance accuracy and efficiency
- Analyze and interpret tax laws and regulations and prepare technical documents on their impact on Vanguard's tax operations
- Prepare correspondence and interact with external tax agencies, consultants, and auditors
- Participate in special projects and perform other duties as assigned
Skills
State Tax Compliance
Tax Returns
Tax Provision
SOX Controls
MS365
CoPilot
Oracle
Tableau Prep
Alteryx
OneSource Income Tax
CCH AnswerConnect
Accounting
Finance
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