Senior Manager, Investment Tax

Senior Manager, Investment Tax page is loaded## Senior 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 Senior Manager, Investment Tax (Sr. Manager) oversees cross-border trading tax matters for Dimensional’s global investment products including monitoring treaty entitlements.  The tax scope will be primarily the US products but will also include international tax matters encompassing a range of entity types and jurisdictions.  This role manages and oversees projects with internal clients and external service providers.
** Responsibilities:
** Investment/Fund Tax
* Manages Article 63 (EU Reclaim) process with external tax advisors to ensure timely filing with respective EU country and proper allocation of refunds received.
* Leads preparation and review of US and international tax surveys, filings and checklists.
* Recommends investment product solutions through thoughtful analyses for client interest in Dimensional’s global product offerings.
* Stays abreast of current tax, accounting and reporting developments in the asset management industry
* Researches complex tax matters and determines impact to global trade operations.
* Communicates effectively with internal Accounting/Finance group members.
* Works with both the sales and portfolio management teams in creating client responses to investment related or security specific inquiries.
* Collaborates with Fund Finance to ensure invoices are allocated to the appropriate investment product.
* Manages delivery of key portfolio management information to internal parties including preparation of Investment Committee materials.
* Creates tax educational resources for the firm as part of a value-add initiative.
* Manages and contributes to ad hoc projects, as needed.
* Provides analysis of the tax impact to the funds in relation to management of the portfolio and investment strategy.
* Reviews and provides guidance, as necessary, with final recommendations for any inquiries related to trading and/or corporate action or complex transactions and assists portfolio management including review of all supporting documentation requirements.
* Leads planning and maintenance of global regulatory initiatives, i.e., FATCA, CRS, and BEPS
* Represents the investment tax team and provides guidance as part of new product or fund launch.
* Partners with Head of Investment Tax in special projects related to both US and non-US jurisdictions.

People Management
* Builds positive working relationships with third-party service providers to achieve consistent results.
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