Senior Tax Manager, International

Senior Tax Manager - International

Dalio Family Office

Dalio Family Office Overview

• The Senior Tax Manager will be responsible for sophisticated tax compliance and
• related planning for DFO, its clients and related entities. The Dalio Family
• Office (DFO) supports Barbara and Ray Dalio and their family in their ventures
• and investments as well as their work through Dalio Philanthropies, including
• OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The
• DFO is rooted in a culture of meaningful work and meaningful relationships and
• the family’s legacy of giving back. The right candidate can look forward to
• being challenged intellectually and expected to build long-lasting
• relationships, while managing a tax function representative of the founder's
• goals and standards. The office is headquartered in Westport, CT with a
• satellite office in New York City.

Tax Compliance Pillar Overview

• The Tax Compliance Pillar oversees tax compliance for the clients of the family
• office in partnership with several highly respected outside accounting firms.
• This compliance includes a wide array of areas, including investment and
• business entities as well as individual, philanthropic and trust taxation. The
• Tax Pillar also plays a key role working with other Pillars at the DFO on
• planning, accounting and implementing new strategies and structures for our
• clients.

Position Summary

• We are looking for a Senior Tax Manager who has significant experience with
• international entities specifically in the UAE and Singapore.  These entities
• encompass investment entities, operating businesses, as well as philanthropic
• entities and have both foreign and US filings.  An ideal candidate will have
• experience with the UAE and/or Singapore tax compliance, IFRS experience,
• experience with multi-country filings and with cross-border matters.

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

• Manage the overall tax compliance process for a portfolio of entities

spanning across the UAE and Singapore ensuring timely and accurate filings.

• Ownership of tax impact decision making for IFRS, Global Mobility, and

Transfer Pricing in conjunction with the Tax Pillar Head.

• Review US and foreign tax returns and the related workpapers for these

entities prepared by our third-party service providers.

• Manage relationships with external tax advisors both in these foreign

countries and any associated advisors in the US.

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

memoranda, and communicate research findings to senior management in a

well-synthesized manner.

• Review of potential non-US and US tax consequences of the entity’s activities

and its proposed structure.

• Manage tax audits for these entities and responses to taxing authority

inquiries and notices.

• Work with the Finance & Accounting Pillar to be a resource for tax planning

and implementation.

• Lead or participate in other cross-functional projects providing leadership

toward additional value-added activities in addition to supporting

operational and departmental excellence, while fostering teamwork between all

functions.

• Be the primary liaison with others (both internal DFO members and external

advisors) for all tax matters related to the portfolio of entities.

• Provision and determine estimated and actual tax payments and engage with

Finance Pillar on payment executions

Apply for this role if you have

• International Tax Planning and Compliance experience with preference of

experience in the UAE and Singapore.

• Excellent client handling and communication skills.
• Excellent management of third-party tax advisors to prepare returns and work

on projects.

• A high-level of organization and attention to detail.
• The ability to synthesize complex tax positions to key stakeholders.
• Eager to collaborate with others; comfortable giving and receiving feedback

while working towards a common goal.

• Organized and able to adhere to due dates, work under tight deadlines, handle

multiple tasks concurrently, and adapt to changing

• Self-starter with a strong work ethic and ability to work well independently.
• Committed to excellence and evolution in professional development.
• Ready to take on a Subject Matter Expert role within a team; offering

guidance and taking recommendations from experienced parties.

Qualifications

• 12+ Years minimum working at a CPA firm, hedge fund, or family office
• Investment product knowledge
• Extensive experience (at least 7 years) preparing and reviewing foreign

entity tax returns, including operating businesses, investment entities, and

philanthropic entities with both foreign and US filings.

• Preferred experience with private equity funds.
• 5+ years of process and people management experience with oversight of tax

compliance process, including resource allocation and budgeting.

Compensation

• Compensation for the role includes a competitive salary in the range of
• $400,000-$475,000 (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 a comprehensive employer-paid medical plan
• and generous employer match for 401k.

• Please note that we do not provide 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