Manager, Investment Tax

DIMENSIONAL

Hybrid
Us investment structures knowledge
1940 act products experience
Etf share class tax implications
Dimensional is seeking a Manager of Investment Tax to oversee technical tax issues related to US ETFs and Mutual Funds, with responsibilities including tax analysis, compliance, and process improvement. The ideal candidate will have experience in investment management, particularly with ETFs, and will contribute to enhancing the efficiency of the tax team

Job Summary

  • The Manager, Investment Tax serves as a subject matter expert for tax implications related to ETF share classes within mutual funds.
  • This role involves managing the delivery of key portfolio management information including PFIC determinations, wash sale data, and distribution requirements.
  • Dimensional offers comprehensive benefits, educational initiatives, and a culture that celebrates history, growth, and diversity.

Matching Summary

Match Score: 85

Dimensional is seeking a Manager of Investment Tax to oversee technical tax issues related to US ETFs and Mutual Funds, with responsibilities including tax analysis, compliance, and process improvement. The ideal candidate will have experience in investment management, particularly with ETFs, and will contribute to enhancing the efficiency of the tax team.

Skills & Requirements

Must-have

  • US investment structures knowledge
  • 1940 Act products experience
  • ETF share class tax implications
  • Fund accounting system booking
  • Tax reporting and compliance review

Nice-to-have

  • Process improvement and automation
  • Strong interpersonal collaboration skills
  • Experience with Alteryx or PowerBI
  • New product launch support
  • Training team members on tax laws

Key Requirements

  • Bachelor's Degree in Finance, Accounting, or Tax
  • 3-5 years of experience in Investment Management industry
  • CPA or CPA Candidate preferred
  • Working knowledge of US investment structures

Work Rights

Not specified

Tailored Resume

Cover Letter