The Robert Toigo Foundation

International Tax Manager – Investment Products

Dimensional Fund Advisors
Published
November 19, 2021
Location
Multiple Locations: Austin, TX and Charlotte, NC, United States of America
Category
Job Type

Description

Apply Here: International Tax Manager – Investment Products (myworkdayjobs.com)

Notes to applicants:

  • Most roles at Dimensional will be part of our best-of-both hybrid working model. This includes working together in the office on Tuesdays, Wednesdays and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. This broad universal approach 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.

Job Description:

Dimensional's Finance and Accounting department is collaborative in its delivery of financial support and service to Dimensional’s clients and the other departments throughout the Firm.   Technical knowledge of key financial areas, such as accounting principles, tax regulation and regulatory standards, is an important aspect of carrying out many jobs within Finance and Accounting.   Problem solving and analytical abilities are paramount in just about everything we do.   Intellectual curiosity, ability to cope well with ambiguity and a comfort level with change management are also important attributes for the department.

 

Reporting to the Head of Investment Tax, the International Tax Manager is responsible for leading the global tax documentation, local country reporting and treaty entitlement process for Dimensional’s investment products (’40 Act Funds, ETFs and non-US Funds).    The role works closely with colleagues from throughout the firm including Portfolio Management, Fund Finance, Investment Operations, Legal and Compliance and third-party service providers. 

 

Key Responsibilities

  • Lead internal tax team and vendors responsible for global tax documentation process

  • Oversee completion of tax documentation for non-US tax jurisdictions relating to treaty requirements, account setup and reporting (including FATCA and CRS), and other jurisdictional specific tax matters

  • Identify opportunities to create efficiencies in existing processes related to tax filing requirements for both relief at source and reclaim markets

  • Utilize subject matter expertise to complete multiple tax filings and surveys, including Foreign Tax Returns and Foreign Security Reports

  • Build positive working relationships with third-party service providers (custodian, fund administrators and accounting firms) to achieve consistent results

  • Review and provide guidance, as necessary, with final recommendations for any inquiries related to trading and/or corporate action activity.

  • Stay abreast of current federal and foreign tax developments and their organizational impact to global investment products

  • Research and propose solutions to complex tax matters related to global tax rates and global fund structures

  • Manage inquiries regarding the tax implications associated with cross-border transactions and structures

  • Review summary tax withholding reports prepared for Dimensional’s Investment Committee as prepared by the tax team

  • Develop process enhancements in monitoring Article 63 (EU reclaims) and align with Fund Finance team to ensure proper reporting for financial statement purposes

  • Collaborate with Fund Finance in the annual financial statement audit process

  • Streamline processes and improve controls to create a more efficient operating model

  • Partner with Head of Investment Tax in special projects related to both US and non-US jurisdictions

 

Qualifications

  • 7+ years investment management experience (international tax preferred)

  • Knowledge of non-US investment structures a plus

  • Experience interpreting tax treaties

  • CPA or CPA Candidate preferred

  • Able to meet deadlines, maintain confidential data, and manage multiple concurrent projects

  • Advanced in Microsoft Excel, experience with PowerBI, Alteryx or similar solutions a plus

  • Results oriented self-starter

  • Excellent time management and organizational skills

  • Able to work well in a team environment

  • Good communication skills (oral and written)

  • Successful history of executing on strategic and operational initiatives

    

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.

 

To ensure the safety and wellbeing of our employees during COVID-19, the majority of Dimensional’s employees are currently working remotely. Firm leadership evaluates the situation on an ongoing basis as to when employees could return to our corporate offices.

 

It is the policy of the Company to provide equal employment opportunity for all applicants and employees. The Company does not unlawfully discriminate on the basis of race, color, religion, creed, sex, gender, gender identity, gender expression, national origin, age, disability, genetic information, ancestry, medical condition, marital status, covered veteran status, citizenship status, sexual orientation, or any other protected status. This policy applies to all areas of employment including recruitment, hiring, training, job assignment, promotion, compensation, benefits, transfer, discipline, termination, and social and recreational programs.

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