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.
- 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
Reporting to the Head of Corporate Tax, the Manager, Corporate Tax- Private Fund oversees tax matters for the private fund’s limited partnership & subsidiaries. The Manager is responsible for tax operations and tax compliance oversight of the Fund (partnership) and related subsidiary entities. This role manages and oversees projects with internal clients, external service providers, as well as the broader Finance, Legal and Operations teams.
Responsibilities
- Responsible for developing processes, systems and reporting services to advise investors on the tax implications of their Fund investment and various partnership specific items including section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations, if/when applicable.
- Coordinates, plans, and oversees the preparation of Federal Form 1065, Sch K-1 & related state tax filings.
- Apply partnership tax knowledge and experience towards understanding potential partnership taxation issues and assist in the preparation of partnership specific computations.
- Oversee interim taxable income projections to assess the timing of distributions.
- Oversees third-party service providers providing tax compliance services.
- Seeks opportunities to increase the efficiency and effectiveness of processes through new technology and innovative thinking.
- Document and organize tax research positions.
- Coordinate and effectively communicate with outside tax counsel, accounting firms, and internal stakeholders to ensure appropriate tax planning, risk controls, and compliance.
- Act as a risk manager through ongoing awareness of the tax regulatory environment and the firm’s adherence to its tax compliance obligations.
- Stay updated on global tax trends, proposed and actual changes in law and regulations to ensure compliance and optimize tax strategies.
- Partner and interface with legal, operations, finance and the broader tax team on all transactions.
- Collaborates with the Fund team to evolve the Corporate Tax Department services to better meet the holistic needs of the business today and into the future.
- Ensures deliverable/results are achieved on time with high quality.
Qualifications
- Bachelor’s degree in Accounting or Finance w/ concentration in Accounting. Graduate degree or MBA/LLM is preferred.
- 5-8 years of experience in a tax specialist role related to partnership taxation.
- CPA is required. Public accounting experience is a plus.
- 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.
- Advanced Microsoft/Excel skills with ability to design and maintain complex financial models and to drive high quality presentations.
- Stays current and adapts to changes in the tax, regulatory and technological environment.
- Move easily between big picture thinking and managing day to day work.
- 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.
- Demonstrated ability to handle confidential, sensitive, and non-public information with discretion.
- Ability to build key relationships within Finance and 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.
