Senior Tax Analyst

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Date: Jul 24, 2019

Location: Irvine, CA, US, 92618

Company: Capital Group

Req ID:  30220
Experience Level: Professional 
Other Location(s): N/A  
Relocation offered: Yes
Travel required: a. Up to 25%


Come grow with us


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 900 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 Senior Tax Analyst based in Irvine, CA 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.



  • Review, approve information/entries and supporting documentation with increasing complexity to ensure accounting and tax records as well as investment vehicle data are accurate
  • Research and analyze complex tax matters and recommend solutions; identify the root cause of issues and lead implementation of solutions
  • Lead and/or participate in projects and team/department initiatives
  • Monitor external service providers; assess and track vendor performance
  • Review and reconcile tax reports and respond to ad hoc requests
  • Lead and/or 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
  • 6+ years tax experience required with 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
  • Flexibility to work overtime as needed


Company Overview:
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$1.7 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. 


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: Research