Manager, Investment Tax

Manager, Investment Tax page is loaded## Manager, Investment Tax locations:
Austin time type:
Full time posted on:
Posted Todayjob requisition :

** Notes to applicants:
*** Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach:
We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and applies to most roles globally with a few exceptions that require more or less time in the office.

Please discuss with your Recruiter to confirm the details for this specific role.
* Resumes and portfolios (when applicable) are required as part of your application. When applying from a mobile device or tablet, you may not be able to attach a resume. If you cannot include an attachment at the time of your application, you will receive a follow up email asking you to attach your resume from a computer.
* Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.
* The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.
* If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.### ###
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* Job Description:

** The Manager, Investment Tax is responsible for identifying and resolving technical, investment tax issues.  The tax scope will be primarily the US ETFs and Mutual Funds and will also include international tax matters encompassing a range of tax entity types.

The Manager, Investment Tax will apply their knowledge and expertise to improve processes contributing to the overall efficiency of the tax team.
** Responsibilities:
*** Serves as a subject matter expert for tax implications related to ETF share class within a mutual fund.
* Supports portfolio management to employ tax-loss harvesting techniques to manage capital gains and optimize after-tax returns
* Provides analysis of the tax impact to the funds in relation to management of the portfolio and investment strategy.
* Ensures all corporate action activity is properly booked within the respective fund accounting systems.
* Manages the delivery of key portfolio management information to internal parties, i.e., PFIC determinations, gain/loss reporting, wash sale data, distribution requirement considerations, etc.
* Builds positive working relationships with third-party service providers (custodian, fund administrators and accounting firms) to achieve consistent results.
* Monitors and/or reviews tax reporting and compliance as prepared by tax service providers and fund administrators.
* Works closely with other departments within Dimensional including Portfolio Management, Investment Operations, Marketing, Fund Finance, the Global Client Group (sales), and Legal.
* Jointly coordinates and manages both annual and semiannual financial reporting cycles with Fund Finance with respect to the independent auditors.
* Conducts thorough analysis and review of work papers including fiscal and excise tax provisions, annual financial statement disclosures, quarterly compliance tests, fund distribution calculations, 1120-RIC and Form 8613 tax returns, and shareholder year-end tax deliverables.
* Represent the Investment Tax team and provides advice accordingly as part of new product or fund launches.
* Stays abreast of current tax and accounting developments in the investment management industry.
* Ensures both procedural and process documentation are complete and current.
* Proactively identifies and implements process improvements, increased automation, and enhanced digital analytics using existing and emerging technology solutions.
* Partners with the Senior Manager of Investment Tax on special projects related to both US and non-US jurisdictions.
* Provides guidance and training to team members on tax laws, regulations, and procedures to promote continuous learning and development.
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* Qualifications:

*** Bachelor's Degree in Finance, Accounting, or Tax.
* 3-5 years of experience in Investment Management industry. ETF experience desired.
* CPA or CPA Candidate preferred, but not required.
* Working knowledge and experience with US investment structures (specifically 1940 Act products).
* Must have strong grasp on how ETF structures, such as in-kind redemptions and rebalancing, can lead to greater tax efficiency compared to traditional mutual funds
* Understand multi-class implications related to distribution calculations
* Strong understanding of tax treatments of various securities transaction…