Manager, Investment Tax

Overview Manager, Investment Tax – responsible for identifying and resolving technical investment tax issues primarily for US ETFs and Mutual Funds, as well as international tax matters involving diverse tax entity types. Applies expertise to improve processes and enhance overall tax team efficiency. Responsibilities Serve as subject‑matter expert on ETF share‑class tax implications within mutual funds. Support portfolio management with tax‑loss harvesting to manage capital gains and optimize after‑tax returns. Analyze tax impact on funds relative to portfolio management and investment strategy. Ensure all corporate action activity is properly booked in the respective fund accounting systems. Deliver portfolio management information to internal parties (PFIC determinations, gain/loss reporting, wash sale data, distribution considerations, etc.). Build relationships with third‑party service providers (custodian, fund administrators, accounting firms) to achieve consistent results. Monitor and review tax reporting and compliance prepared by service providers and administrators. Collaborate with departments such as Portfolio Management, Investment Operations, Marketing, Fund Finance, Global Client Group, and Legal. Coordinate annual and semiannual financial reporting cycles with Fund Finance and independent auditors. Review workpapers on fiscal and excise tax provisions, annual financial statement disclosures, quarterly compliance tests, fund distribution calculations, 1120‑RIC and Form 8613 tax returns, and shareholder year‑end tax deliverables. Represent the Investment Tax team and advise on new product or fund launches. Stay abreast of current tax and accounting developments in the investment management industry. Maintain procedural and process documentation; identify and implement process improvements, automation, and digital analytics. Partner on special projects related to US and non‑US jurisdictions with the Senior Manager of Investment Tax. Provide guidance and training to team members on tax laws, regulations, and procedures to promote continuous learning. Qualifications Bachelor’s degree in Finance, Accounting, or Tax. 3‑5 years of experience in the investment management industry. ETF experience desired. CPA or CPA candidate preferred, but not required. Working knowledge of US investment structures, particularly 1940 Act products. Strong grasp of ETF structures (in‑kind redemptions, rebalancing) and their tax efficiency benefits. Understanding of multi‑class implications related to distribution calculations. Strong understanding of tax treatments of various securities transaction types. Ability to stay current and adapt to regulatory and technological changes. Strong research and analytical skills; ability to synthesize quantitative and qualitative data to support decision‑making. Self‑starter with initiative, problem‑solving ability, and independent judgment. Excellent time management and organizational/project management skills. Demonstrated ability to manage multiple projects and deadlines. Ability to execute strategic and operational initiatives and build key relationships within Finance and across the organization. Highly motivated, participative, collaborative team player with strong interpersonal skills. Excellent verbal and written communication skills, able to present clear viewpoints on technical matters to various audiences. Advanced proficiency in Microsoft Office Suite. Ability to handle confidential, sensitive, and non‑public information with discretion. Experience with tax technology tools preferred (e.g., Alteryx, PowerBI). Equal Opportunity Employer 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, gender identity, gender expression, pregnancy, caregiver status, 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. #J-18808-Ljbffr Dimensional Fund Advisors