The Capital Group Companies, Inc

Core Ops Tax Manager

The Capital Group Companies, Inc$136K — $218K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of tax experience in investment management, financial services, or public accounting.
  • 5+ years of experience in people leadership and team development.
  • Expertise in tax reporting, compliance, and distribution planning.
  • Strong skills in partnership and communication, influencing senior stakeholders.
  • Track record in leading strategic initiatives and process improvements.
  • Bachelor's degree in Tax, Accounting, Finance, Business, Economics, or related; CPA or MST preferred.

Responsibilities

  • Lead tax reporting, compliance, and distribution planning for investment vehicles.
  • Oversee complex tax analyses and ensure accurate reporting.
  • Advise on the tax treatment of various securities and transactions.
  • Collaborate with Operations, Fund Accounting, Legal, and Compliance teams.
  • Drive strategic initiatives for scalability and operational excellence.
  • Enhance client experience through improved controls and processes.

Benefits

  • Individual annual performance bonus eligibility.
  • Annual profitability bonus potential.
  • Retirement plan with 15% contribution from Capital on eligible earnings.
  • Highly competitive base salary.
Full Job Description
"I can succeed as a Core Operations Tax Manager at Capital Group."

As a Core Operations Tax Manager, you will lead the team responsible for tax reporting, compliance, and distribution planning across Capital Group's investment vehicles. You will oversee complex tax analyses and reporting, advise on the tax treatment of securities and transactions, and partner with Operations, Fund Accounting, Legal, Compliance, and external providers to ensure compliance and operational excellence. You'll also help drive strategic initiatives that improve scalability, controls, and the client experience.

Please note, this role does require you to work in our Charlotte office, four days a week, Monday-Thursday.

"I am the person Capital Group is looking for."
  • 10+ years of tax experience within investment management, financial services, or public accounting.
  • 5+ years of people leadership experience with a track record of building and developing high-performing teams.
  • Deep expertise in tax reporting, compliance, distribution planning, and the tax treatment of securities, transactions, and corporate actions.
  • Strong partnership and communication skills, with the ability to influence and advise senior stakeholders.
  • Demonstrated success leading strategic initiatives, process improvements, and organizational change.
  • Bachelor's degree in Tax, Accounting, Finance, Business, Economics, or a related field; CPA or MST preferred.


"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."

Charlotte Base Salary Range: $136,749-$218,798

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 the United States are excluded from the above mentioned compensation and benefit plans.

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