Core Operations Tax Analyst
Company: Capital Group
Location: Norfolk
Posted on: July 4, 2025
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Job Description:
“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 can read and interpret
financial statements, company press releases, and analyst opinions.
You have strong verbal and written communication skills and are
comfortable and experienced in communicating complex issues to
senior business leaders 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. You can collaborate effectively within a
diverse team across different locations and are open to sharing and
receiving ideas different from yours. You can make decisions based
on ambiguous or conflicting data, while being resourceful and
analytical based on tax/accounting principles, to support or evolve
the decision you made. You are open to receiving feedback and have
a hunger to learn and improve your professional judgement, knowing
that your decisions may have downstream impacts. Your professional
experience has included times when you’ve delivered constructive
feedback to team members, verbally and in writing. You can work in
a daily deadline driven environment and available to work overtime
as needed. Hampton Roads Base Salary Range: $91,714-$146,742 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.
Keywords: Capital Group, Richmond , Core Operations Tax Analyst, Accounting, Auditing , Norfolk, Virginia
