Dimensional Fund Advisors · 1 week ago
Manager, Investment Tax
Austin, Texas Metropolitan Area
Full-time
Hybrid
Mid, Senior Level
3+ years expDimensional Fund Advisors is seeking a Manager, Investment Tax to oversee technical investment tax issues primarily related to US ETFs and Mutual Funds. This role involves improving processes for the tax team and providing analysis on tax impacts while managing relationships with third-party service providers.
Financial Services
Hiring Manager
Richard Roland-Price
Responsibilities
Serves as a subject matter expert for tax implications related to ETF share class within a mutual fund
Supports portfolio management to employ tax-loss harvesting techniques to manage capital gains and optimize after-tax returns
Provides analysis of the tax impact to the funds in relation to management of the portfolio and investment strategy
Ensures all corporate action activity is properly booked within the respective fund accounting systems
Manages the delivery of key portfolio management information to internal parties, i.e., PFIC determinations, gain/loss reporting, wash sale data, distribution requirement considerations, etc
Builds positive working relationships with third-party service providers (custodian, fund administrators and accounting firms) to achieve consistent results
Monitors and/or reviews tax reporting and compliance as prepared by tax service providers and fund administrators
Works closely with other departments within Dimensional including Portfolio Management, Investment Operations, Marketing, Fund Finance, the Global Client Group (sales), and Legal
Jointly coordinates and manages both annual and semiannual financial reporting cycles with Fund Finance with respect to the independent auditors
Conducts thorough analysis and review of workpapers including 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 provides advice accordingly as part of new product or fund launches
Stays abreast of current tax and accounting developments in the investment management industry
Ensures both procedural and process documentation are complete and current
Proactively identifies and implements process improvements, increased automation, and enhanced digital analytics using existing and emerging technology solutions
Partners with the Senior Manager of Investment Tax on special projects related to both US and non-US jurisdictions
Provides guidance and training to team members on tax laws, regulations, and procedures to promote continuous learning and development
Qualification
Required
Bachelor's Degree in Finance, Accounting, or Tax
3-5 years of experience in Investment Management industry. ETF experience desired
Working knowledge and experience with US investment structures (specifically 1940 Act products)
Must have strong grasp on how ETF structures, such as in-kind redemptions and rebalancing, can lead to greater tax efficiency compared to traditional mutual funds
Understand multi-class implications related to distribution calculations
Strong understanding of tax treatments of various securities transaction types. Stays current and adapts to changes in the regulatory and technological environment
Strong research and analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making
Self-starter with the ability to take initiative, resolve problems effectively, and exercise independent judgement
Excellent time management and organizational/project management skills. Demonstrated ability to manage multiple projects and deadlines. Assists with projects and takes ownership. Ability to execute on strategic and operational initiatives
Ability to build key relationships within Finance and other professionals across the organization. Highly motivated, participative, and collaborative team player with strong interpersonal skills
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
Advanced in Microsoft Office Suite
Demonstrated ability to handle confidential, sensitive, and non-public information with discretion
Preferred
CPA or CPA Candidate preferred, but not required
Experience with tax technology tools preferred, e.g., Alteryx, PowerBI and similar solutions
Company
Dimensional Fund Advisors
Dimensional Fund Advisors is a company that provides asset management services.
1001-5000 employees
H1B Sponsorship
Dimensional Fund Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (39)
2024 (18)
2023 (35)
2022 (22)
2021 (23)
2020 (31)
Funding
Current Stage
Late StageLeadership Team
Dave Butler
Co-CEO
Bernard Grzelak
Chief Financial Officer and Vice President
Recent News
2025-12-16
2025-11-19
2025-11-18
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