Dimensional

Dimensional

Manager, Investment Tax

Austin

Sponsorship not specifiedDetected 12 days ago
Project ManagementFinancial AnalysisAccountingResearchCommunicationTime ManagementMicrosoft OfficeFinancial Reporting

About the role

  • 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

  • Supports portfolio management to employ tax-loss harvesting techniques to manage capital gains and optimize after-tax returns
  • 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.
  • 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.

Requirements

  • Bachelor's Degree in Finance, Accounting, or Tax.
  • 3-5 years of experience in Investment Management industry.
  • 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
  • Strong understanding of tax treatments of various securities transaction types.
  • Strong research and analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making.
  • Self-starter with the ability to take initiative, resolve problems effectively, and exercise independent judgement
  • Ability to execute on strategic and operational initiatives.
  • Excellent verbal and written skills, with the ability to articulate and present a clear point of view on technical matters in clear, concise, and meaningful communications for various levels of the organization.
  • Demonstrated ability to handle confidential, sensitive, and non-public information with discretion.
  • 3-5 years of experience in Investment Management industry. ETF experience desired.
  • Understand multi-class implications related to distribution calculations
  • Strong understanding of tax treatments of various securities transaction types. Stays current and adapts to changes in the regulatory and technological environment.
  • Excellent time management and organizational/project management skills. Demonstrated ability to manage multiple projects and deadlines. Assists with projects and takes ownership. Ability to execute on strategic and operational initiatives.
  • Ability to build key relationships within Finance and other professionals across the organization. Highly motivated, participative, and collaborative team player with strong interpersonal skills.
  • Advanced in Microsoft Office Suite.

Nice to have

  • CPA or CPA Candidate preferred, but not required.
  • Experience with tax technology tools preferred, e.g., Alteryx, PowerBI and similar solutions

Compensation

  • 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 workpapers 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.

Benefits

  • Provides guidance and training to team members on tax laws, regulations, and procedures to promote continuous learning and development.

Company info

  • Represent the Investment Tax team and provides advice accordingly as part of new product or fund launches.

Visa & Work Authorization

  • rital status, familial status, domestic partnership status, military or veteran status or service, unemployment status, citizenship status or alienage, sexual orientation, status as a victim of domestic violence, status
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