Manager, Corporate Tax (REIT)

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.

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• 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.

• 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:

Reporting to the Head of Corporate Tax, the Manager, Corporate Tax (REIT) oversees tax matters for the Firm’s REIT entities.  The Manager is responsible for tax operations and tax compliance oversight of REIT entities and oversees projects with internal business partners and external service providers.

Primary Responsibilities:

• Coordinate, plan, and oversee the preparation of Federal Form 1120-REIT & related state tax filings.

• Assist in gathering information required for quarterly REIT testing.

• Oversee interim taxable income projections to assess distribution shortfalls, taxable income management.

• Perform annual Earnings & Profits analysis, distribution requirements, and dividend characterization analysis.

• Prepare/distribute Forms 1099-DIV.

• Prepare Form 1120 for Taxable REIT Subsidiary(s), if applicable.

• Review leases for compliance with REIT qualifications/taxability of rents.

• Stay abreast of and advise management on current accounting and tax reporting developments in the REIT space and analyze/communicate corresponding impact to business.

• Oversee third-party service providers providing tax compliance services. 

• Build strong working relationships and communicate effectively with internal stakeholders, various third-party service providers, and independent audit firm.

• Seek opportunities to increase the efficiency and effectiveness of processes through new technology and innovative thinking.

• Research complex tax matters and document positions.

• Respond to inquiries regarding the tax implications of real estate transactions and structures.

• Communicate effectively across the Firm.

• Manage and contribute to ad hoc projects, as needed. Ensure deliverables/results are achieved on time with high quality.

• Collaborate with the team to evolve the Corporate Tax Department services to better meet the holistic needs of the business today and into the future.

• Stay current and adapt to changes in the tax, regulatory and technological environment.

Qualifications:

• Bachelor’s Degree in Accounting or Finance w/ concentration in Accounting. Graduate degree or MBA preferred.

• CPA license is required. Public accounting experience is a plus.

• 5-8 years of experience in a tax specialist role related to REIT taxation.

• Strong 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.

• Excellent time management and organizational/project management skills.  Demonstrated ability to manage multiple projects and deadlines.

• Advanced Microsoft/Excel skills with ability to design and maintain complex financial models and to drive high quality presentations.

• Adept research and analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist with decision making.  Exercises independent judgment.

• Able to handle confidential, sensitive, and non-public information with discretion. 

• Highly motivated, participative, and collaborative team player with strong interpersonal skills.

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.

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, sex stereotyping, pregnancy (which includes pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), caregiver status, gender, 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.