Notes to applicants:

• Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays and Fridays. This approach maximizes in-person collaboration and interaction while simultaneously providing flexibility and 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.

• Here at Dimensional, we strive to be an inclusive workplace for all. Even if you do not match every qualification listed, if you are interested in who we are, what we do, and why we do it, we suggest and encourage you to apply.

• The use of Artificial Intelligence during interviews and skill testing is prohibited, unless Dimensional Fund Advisors has authorized such use.

• If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, such accommodation is available upon request.

Job Description:

The Senior Tax Accountant role will support the Investment Tax Manager responsible for ensuring investment products across multiple domiciles are able to maximize treaty entitlements and satisfy all related documentation requirements. You will also support new fund and product launches.

Responsibilities:

• Monitor foreign tax withholding including any updates to documentation to ensure relief-at-source and treaty reclaims are processed correctly.
• Reconcile withholding tax reports provided by third party service providers and prepare summary reports related to withholding tax and reclaims across all domiciles for the investment committee.
• Assist in the preparation and review of Article 63 (EU) tax reclaim filings to ensure accuracy and provide details for completion of claim documentation.
• Assist in the review of multiple tax filings and surveys, including:
  • Foreign Tax Returns
  • Foreign Security Reports
  • Periodic reporting to US regulatory agencies
• Provide analysis of the tax impact to the funds in relation to corporate actions, including review of all supporting documentation requirements.
• Satisfy all tax documentation requests and perform periodic review for FATCA/CRS compliance with brokers or foreign tax authorities.
• Collaborate with other departments within the firm as it relates to new fund launches to ensure all documentation is in place upon launch.
• Gain knowledge of various Finance functions by cross training with different Finance groups.
• Develop and maintain positive working relationships with outside service providers to achieve consistent and accurate results.
• Stay abreast of current federal and foreign tax developments, and their organizational impact.
• Participate in streamlining processes, and other special projects, as necessary.
• Research complex tax matters related to global tax rates, and global fund structures.
• Document and update procedures as necessary to ensure current operating guidance.

Qualifications:

• Three+ years tax experience
• Bachelor's degree in Accounting or Finance preferred
• Able to meet deadlines, handle confidential data, and deal with multiple projects
• Proficient in Microsoft Office Suite
• Results oriented
• Excellent time management and organizational skills
• Self-starter
• Able to work well in a team environment
• Good communication skills (oral and written)
• Experience interpreting tax treaties a plus

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