Senior Manager, Investment Tax

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:

• 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.

• 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.

• 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.

• Ensures…