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.
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.
- Leads, manages, and motivates employees. Supports a positive employee experience/engagement and culture.
- Establishes and effectively communicates the team’s objectives and goals. Includes setting individual employee objectives/goals and aligning them with the team’s goals.
- Plans and organizes workflows. Schedules, assigns, and delegates work/projects to members of the team or external vendors accordingly.
- Manages performance. Monitors progress and ensures goals are met. Trains, develops, and coaches team members. Assures the team adheres to company values and policies. Provides feedback; addresses unsatisfactory employee performance, behaviors, and/or attendance.
- Rewards and recognizes employee performance and accomplishments. Provides input into compensation decisions.
Process Improvement and Quality Management
- Develops and communicates standards.
- Identifies opportunities to streamline processes and improve controls to create a more efficient operating model.
- Ensures a safe and secure work environment.
- Enforces systems, policies, procedures, and productivity standards.
- Leads the team through the design and adoption of standard operating procedures and best practices. Drives to continuous business/process improvement and efficiency.
- Collaborates with the Fund Finance Management team to evolve investment tax services to better meet the needs of the business today and into the future, assists in trade-off decisions and team dynamics.
- Ensures both procedural and process documentation are complete and current.
- Innovates through new and existing technologies, along with experimenting with digitization solutions.
- Aids in planning and development of systems supporting tax calculations for global fund structures.
Project Management and Outcomes
- Ensures deliverable/results are achieved on time with high quality.
- Assigns work and deploys talent. Develops time management best practices.
- Delegates effectively.
- Fosters teamwork and collaboration.
- Manages relationships with key stakeholders
- Monitors and/or reviews tax reporting and compliance as prepared by tax service providers and fund administrators.
- Serves as a key point of contact for external communication related to client inquiries as well as internal explanations of complex tax concepts.
- Assists in the annual and semiannual financial reporting cycles with Fund Finance with respect to the independent auditors and matters relating to cross border trading.
Financial Management
- Manages vendor relationship utilization.
- Ensures timely processing of vendor invoices.
- Coordinates vendor contract approval process with the Legal Department.
Qualifications
- CPA preferred, but not essential.
- Bachelor’s Degree in Finance, Accounting, or Tax.
- 10-12+ years of experience in a tax specialist role in the Investment Management industry.
- Strong working knowledge of US mutual fund and ETF structure and operations regulated under the 1940-Act, Subchapter M of the Internal Revenue code.
- Exposure to non-US fund structures including Canadian, UK, Irish, and Australian fund structures.
- Ability to work in a dynamic fast paced environment.
- 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.
- Excellent time management and organizational/project management skills. Demonstrated ability to manage multiple projects and deadlines.
- Successful history of executing on strategic and operational initiatives
- Advanced Microsoft/Excel skills with ability to drive high quality financial presentations.
- Stays current and adapts to changes in the regulatory and technological environment.
- Strong research and analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making. Exercises independent judgment.
- Experience managing/leading employees with a track record of building, leading, and developing high-performing teams.
- Demonstrated ability to handle confidential, sensitive, and non-public information with discretion.
- Ability to build key relationships within Finance and other professionals across the organization. Highly motivated, participative, and collaborative team player with strong interpersonal skills.
Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.
It is the policy of the Company to provide equal opportunity for all employees and applicants. The Company recruits, hires, trains, promotes, compensates, and administers all personnel actions without regard to actual or perceived race, color, religion, religious practice, creed, sex, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, gender identity, gender expression, transgender identity, national origin, age, mental or physical disability, ancestry, medical condition, marital 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 as a victim of stalking, status as a victim of sex offenses, genetic information, political activities or recreational activities, arrest or conviction record, salary history, natural hairstyle or any other status protected by applicable law except as otherwise required or permitted by law or regulation applicable to the Company or its affiliates.
