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Senior Tax Analyst - Core Operations
Virginia Beach, VA
Job Description
"I can succeed as a Senior Tax Analyst - Core Operations at Capital Group."
As a Senior Tax Analyst - Core Operations , you'll join a team focused on tax fund accounting for the American Funds. You will perform tax compliance functions, including planning, monitoring, analyzing, accounting, and reporting for all investment vehicles (e.g. mutual funds, exchange traded funds, common trust funds, pension funds, and trusts) and investment securities held by the funds. You will research and analyze complex tax matters (e.g., U.S. and non-U.S. taxation, state and federal tax returns, differences between Generally Accepted Accounting Principles and tax basis accounting) and recommend solutions. You may also assist fund treasurers with distribution requirements and tax strategies. You'll play a critical role in shaping and leading the day-to-day production and delivery of more junior associates. You will be a technical subject matter expert and will provide guidance to others on operational and technical questions.
"I am the person Capital Group is looking for."
Southern California Base Salary Range: $116,974-$187,158
Hampton Roads Base Salary Range: $98,697-$157,915
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here .
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
As a Senior Tax Analyst - Core Operations , you'll join a team focused on tax fund accounting for the American Funds. You will perform tax compliance functions, including planning, monitoring, analyzing, accounting, and reporting for all investment vehicles (e.g. mutual funds, exchange traded funds, common trust funds, pension funds, and trusts) and investment securities held by the funds. You will research and analyze complex tax matters (e.g., U.S. and non-U.S. taxation, state and federal tax returns, differences between Generally Accepted Accounting Principles and tax basis accounting) and recommend solutions. You may also assist fund treasurers with distribution requirements and tax strategies. You'll play a critical role in shaping and leading the day-to-day production and delivery of more junior associates. You will be a technical subject matter expert and will provide guidance to others on operational and technical questions.
"I am the person Capital Group is looking for."
- You have a bachelor's degree in finance, accounting, economics, business, or a relevant field of study. CPA or Master of Taxation and/or relevant advanced degree is preferred.
- You've had previous tax experience in any industry and have an interest to learn the investment management industry as it relates to US and non-US tax regulations, investment mandates, investment vehicle structures, investment operations, third party providers, competitive landscape, reporting and regulatory environment.
- You have a passion for process improvement and automation. You have a demonstrated proficiency with Microsoft Power Query, Power Pivot, and Power Automate.
- You're well-versed in using Excel to store, present, process and dissect data. You've written versatile formulas to solve complex problems.
- You bring exceptional quality and attention to detail to work deliverables. You like digging into numbers, telling stories with data, and are well-acquainted with financial statements.
- You have strong verbal and written communication skills and are comfortable and experienced in communicating complex issues clearly and concisely.
- You enjoy mentoring people, dissecting processes, and completing projects. You are a role model who others look to for guidance. You understand the importance of mindful communication when working within an inclusive environment.
- Your professional experience has included times when you've delivered constructive feedback to team members, verbally and in writing.
- You are available and open to work overtime as needed.
Southern California Base Salary Range: $116,974-$187,158
Hampton Roads Base Salary Range: $98,697-$157,915
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits here .
* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
Open
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