Senior Tax Analyst – Core Operations
| Company | Capital Group |
|---|---|
| Location | Irvine, CA, USA, Hampton Roads, USA |
| Salary | $102644 – $194643 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior, Expert or higher |
Requirements
- You have a bachelor’s degree in finance, accounting, economics, business, or a relevant field of study.
- You have 8+ years of tax accounting or investment management industry experience.
- You have a passion for process improvement.
- You’re well-versed in using Excel to store, present, process and dissect data.
- You bring exceptional quality and attention to detail to work deliverables.
- You have strong verbal and written communication skills and are comfortable and experienced in communicating complex issues clearly and concisely.
- You are available and open to work overtime as needed.
Responsibilities
- Perform tax and distribution functions, including tax compliance, distribution planning, monitoring for tax law changes, analyzing, accounting, and reporting for all investment vehicles and investment securities held by the funds.
- Research and analyze complex tax matters and recommend solutions.
- Assist fund treasurers with distribution requirements and tax strategies.
- Shape and lead the day-to-day production and development of more junior associates.
- Provide guidance to others on operational and technical questions.
Preferred Qualifications
- CPA or Master of Taxation and/or relevant advanced degree is preferred.
- Enjoy mentoring people, dissecting processes, and completing projects.
- Professional experience has included times when you’ve delivered constructive feedback to team members, verbally and in writing.