At Capital Group, how we work is defined by shared values that include absolute integrity, respect and collaboration. But it’s more than that. It’s smart and highly driven people united in purpose to serve our investors and one another.
Bring your energy and unique perspective to Capital and you’ll have the opportunity to grow with us professionally, personally, and financially. You’ll be part of a team that genuinely cares about helping you succeed. You’ll work alongside talented colleagues, many of whom build long careers while progressing through multiple roles, establishing lifelong friendships and making a difference in our communities. In return for your contributions, you’ll receive premier compensation and benefits, and a company-funded retirement plan that ranks among the most generous.
Our Investment Operations group has approximately 800 associates globally, supporting core components of our investment offerings and growth of the business. Core Operations supports the investment process and distribution efforts by performing accounting, fund administration, and securities operations for the investment portfolios available to Capital Group’s global clients. The department’s strong accounting and finance capabilities, along with the agility to build new capabilities, enable superior investment outcomes and service for our clients. Key responsibilities include daily valuation of securities, trade processing and settlement, corporate actions research and processing, collateral management, and accounting, including net asset value determination and financial reporting.
As a Tax Analyst based in Norfolk, VA you will work on the Tax Team which focuses on tax fund accounting for our mutual funds. You will play a key role as a technical subject matter expert and will provide guidance to others. You will be expected to answer questions, contribute to discussions, and encourage others to share their perspective. You will perform tax compliance functions, including planning, monitoring, analyzing, accounting, and reporting for all investment entities and shareholders. You will also be expected to assist Treasurers with distribution requirements and tax strategies.
Prepare, review, approve information/entries and supporting documentation with increasing complexity to ensure accounting and tax records as well as investment vehicle data are accurate
Participate in projects and team/department initiatives
Monitor external service providers; assess and track vendor performance
Prepare, review, and reconcile tax reports and ad hoc requests
Participate in technical training for other associates
Consult with other departments and provide guidance on operational issues and technical questions
Bachelor’s degree is required; CPA or Masters of Taxation and/or relevant advanced degree is preferred
3+ years tax experience required with some experience leading people, processes, and/or projects
Strong technical systems skills, especially in Microsoft Excel
Interest and ability 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
Exceptional standard of quality involving accuracy, attention to detail, organization, self-review skills, thoughtful analysis, problem solving, and accountability for excellent
Flexibility to work overtime as needed
Telecommuting is allowed.
Additional Salary Information: Associates are eligible for two bonuses per calendar year and will be compensated for overtime (exceeding 40 hours per week).
Internal Number: 18781
About Capital Group
Founded in 1931, Capital Group is one of the world’s largest and most trusted investment management companies and home to the American Funds. We manage more than US$1.39 trillion in assets, and our 7,500 associates make our clients their first priority every day. When we do our job right, millions of investors around the world fulfill their dreams and financial goals, from home ownership and higher education, to a comfortable retirement. Our long-term investment results and outstanding service set us apart from our competitors, while our workplace sets us apart from other employers.