Senior Tax Manager , Trust

Senior Tax Manager, Trust

Dalio Family Office

Dalio Family Office Overview

• The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in
• their ventures, investments, and philanthropic efforts under Dalio
• Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the
• Beijing Dalio Foundation. The core of the DFO’s culture is built around
• meaningful work and meaningful relationships and the family’s commitment to
• giving back. The office is headquartered in Westport, CT with regional offices
• in New York City, Singapore, and Abu Dhabi.

Position Summary

• The Tax Department oversees tax compliance for the clients of the family office.
• This includes a wide array of areas, including investment and business entities
• as well as individual, philanthropic and trust reporting. The Tax Department
• also plays a key role working with other Departments at the DFO in planning and
• implementing new strategies and structures for our clients. The Senior Tax
• Manager will be responsible for sophisticated tax compliance and related
• planning for the DFO, its clients, and related entities.

• Day-to-day responsibilities would include a combination of the following:

• Ownership of overall tax compliance processes for the assigned entities,

including developing and managing prioritized tax planning activities and

supervising external and internal resources.

• Resolve complex technical tax issues, consult with experts, prepare

memorandums, and communicate research findings to senior management in a

synthesized manner.

• Review tax returns and the related workpapers for trusts, individual,

philanthropic entities, operating businesses, and investment entities

prepared by our third-party service providers.

• Manage relationships with external advisors including managing the budget,

billings, and engagement letters

• Liaise with the lawyers, trustees, accountants, real estate brokers and other

external advisors affecting family-directed strategies and initiatives.

• Act as an in-house tax resource for other departments.
• Lead or participate in other cross-functional projects providing leadership

toward additional value-added activities and supporting operational and

departmental excellence, while fostering teamwork between all functions.

• Manage tax audits and responses to taxing authority inquiries and notices.
• Additional duties as assigned

The ideal candidate will possess the following knowledge, skills, attributes,

and values

• Excellent interpersonal and communication skills (both written and verbal).
• A high-level of organization and attention to detail.
• Experience at juggling multiple tasks concurrently in a fast-paced

environment.

• Flexibility to adapt to changing priorities as issues develop.
• A strong work ethic.
• The ability to grasp complex tax issues and synthesize them to key

stakeholders.

Illustrative Benefits

• 100% company paid medical premiums
• 17 company paid holidays
• Friday summer hours
• Monthly community happy hours
• Hybrid work environment
• Free catered food services for in-office days
• Generous PTO offering
• Casual dress code
• 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
• Gym reimbursement, back up childcare services, insurance, financial, and

legal services, and much more!

Qualifications

• 12+ years of recent experience with tax compliance, related research, and

planning for high-net-worth individuals, flow-through entities, and trusts

within a public accounting firm, family office, or wealth management tax

department.

• 5+ years of managerial experience with oversight of tax compliance processes,

including resource allocation and budgeting.

• Bachelors or master’s degree in accounting or related field.
• CPA and/or JD preferred.

Compensation

• Compensation for the role includes a competitive salary in the range from
• $175,000 -$305,000 (inclusive of a merit-based bonus, dependent on years of
• experience, level of education obtained, as well as applicable skillset) and an
• excellent benefits package, including  paid time off ranging from 15 to 25 days
• based on years of service, paid sick and safe leave, dental, vision, life and
• disability insurance, paid parental time off, birth mother recovery pay, sick
• family member pay, parental ramp back up program, gym reimbursement and generous
• employer match for 401k.

• Please note we are unable to provide immigration sponsorship for this position.

Use of AI in the Application Process

• We recognize that candidates may use AI-enabled tools to assist with resume
• drafting, application preparation, and interview preparation. Such use is
• permitted provided all submitted materials accurately reflect the candidate's
• own qualifications, experience, skills, and work history.

• Candidates may not submit hidden instructions, embedded prompts, misleading
• metadata, deceptive content, code, or other materials intended to interfere with
• or improperly influence the Company's recruiting process or the administration
• of candidate applications

• Any attempt to misrepresent qualifications or improperly interfere with the
• recruiting process may result in disqualification from consideration.

• At the DFO, we believe our biggest asset is our people. We are proud to be an
• equal opportunity employer, hiring and developing individuals from diverse
• backgrounds and experiences to add to our collaborative culture. The DFO treats
• all candidates and employees with respect and does not discriminate in our
• recruiting, hiring, and promoting processes and general treatment during
• employment, including on the basis of actual or perceived race, creed, color,
• religion, sex, age, sexual orientation, gender identity and/or expression,
• alienage or national origin, ancestry, citizenship status, marital status,
• veteran status, or disability.