Core Ops Tax Manager

Capital Group; Charlotte, Northern (NC, KY); Hybrid; USD 137,000 - 219,000; Full time

Benefits offered by this job

Flexible work options

Health benefits from day one

Matching gifts for charity

Professional development resources

Job summary

Capital Group in Charlotte is seeking a Core Operations Tax Manager to 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, advising on tax treatment and partnering withOperations, Fund Accounting, Legal, Compliance, and external providers to ensure compliance and operational excellence.

Qualifications

• 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.

Responsibilities

• Lead tax reporting, compliance, and distribution planning across Capital Group's investment vehicles.
• Advise on tax treatment of securities, transactions, and corporate actions.
• Partner with Operations, Fund Accounting, Legal, Compliance, and external providers to ensure compliance and operational excellence.
• Drive strategic initiatives to improve scalability, controls, and client experience.

Skills

Leadership

Communication

Stakeholder influence

Strategic initiatives

Education

Bachelor's degree (Tax/Accounting/Finance)

CPA or MST preferred

Job description

## Core Ops Tax ManagerApplylocations: Charlottetime type: Full timeposted on: Posted Todayjob requisition id: JR6967**“I can be myself at work.”**You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. **“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 factor in salary and variable 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**“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.”** 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 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.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.**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.*Capital Group is one of the largest and most trusted financial companies in the world, with the goal of improving people's lives through successful investing. Our shared values ofintegrity, client focus, long-term view, diverse perspectives and community inspire our associates every day. A career at Capital Group means having countless opportunities to explore, grow and succeed.