Manager, Investment Tax
Dimensional(1 month ago)
About this role
The Manager, Investment Tax leads identification and resolution of technical investment tax issues primarily for US ETFs and mutual funds, and handles certain international tax matters across multiple entity types. The role applies tax expertise to improve processes and drive efficiency within the tax team while partnering with cross-functional groups on product launches and reporting.
Required Skills
- Investment Tax
- ETF Structures
- Mutual Funds
- Tax Reporting
- Compliance
- Tax Research
- Portfolio Management
- Process Improvement
- Automation
- Financial Reporting
+5 more
Qualifications
- Bachelor's Degree in Finance, Accounting, or Tax
- CPA
- CPA Candidate
About Dimensional
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