Senior Tax Manager

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.

About the role

The Tax Department oversees tax compliance for the clients of the family office, including investment and business entities as well as individual, philanthropic, and trust reporting. The department also plays a key role in planning and implementing new strategies and structures for clients. The Senior Tax Manager will be responsible for sophisticated tax compliance and related planning for the DFO, its clients, and related entities.

Responsibilities

• Own overall tax compliance processes for 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 related workpapers for trusts, individuals, philanthropic entities, operating businesses, and investment entities prepared by third-party service providers.
• Manage relationships with external advisors, including budgeting, billings, and engagement letters.
• Liaise with 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 cross-functional projects to drive value-added activities and support operational and departmental excellence while fostering teamwork.
• Manage tax audits and responses to taxing authority inquiries and notices.
• Additional duties as assigned.

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

Skills

• Excellent interpersonal and communication skills (both written and verbal).
• High level of organization and attention to detail.
• Experience juggling multiple tasks concurrently in a fast-paced environment.
• Flexibility to adapt to changing priorities as issues develop.
• Strong work ethic.
• Ability to grasp complex tax issues and synthesize them for key stakeholders.

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 more.

Pay

Compensation for the role includes a competitive salary in the range from $175,000 to $305,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, and applicable skillset).