Core Operations Tax Analyst

Date: Sep 14, 2021

Location: Irvine, CA, US, 92618

Company: Capital Group

Req ID: 43265 

Location: Irvine, CA 

Other location(s): Hampton Roads (VA) 

Relocation benefits offered: No 

Travel required: None 

 

“I can be myself at work.”

 

You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world  ̶  everything that makes you unique. We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.

 

We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.

 

“I can influence my income.”

 

You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will be the equivalent of 15% of your annual pay (including bonuses).

 

“I can lead a full life.”

 

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
  • Access on-demand professional development resources that allow you to hone existing skills and learn new ones

 

COVID-19 HIRING: Our recruiting and onboarding activities are virtual during the pandemic and we’ve transitioned to a work-from-home environment until further notice. We are offering generous work-from-home benefits to improve our associate’s ability to work remotely.

 

“I can succeed as a Tax Analyst at Capital Group.”

 

As a Tax Analyst, you’ll join a team focused on tax accounting for the American Funds with an emphasis on distribution planning and income projections. You will perform daily income research and analysis on individual stocks as well as monitoring, projecting and forecasting income primarily for equity securities. You may also be required to perform ad hoc income analysis and present the findings to portfolio managers and analysts.  You will also be expected to assist treasurers with ensuring each fund satisfies distribution requirements and tax strategies. You’ll play a critical role as a subject matter expert in the income and distribution pod and will provide guidance that is used in the investment process.

 

“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.
  • You’ve had previous tax accounting or finance experience in tax planning, income forecasting or modeling 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, and the reporting and regulatory environment.
  • 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, analysis 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 to senior business leaders using clear and concise language.
  • 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.

 

“I can apply in less than 4 minutes.”

 

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.

 

“I can learn more about Capital Group.” 

 

At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.

 

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. 


Nearest Major Market: Irvine California
Nearest Secondary Market: Los Angeles

Job Segment: Social Media, Marketing, Research