Senior Tax Manager , Trust

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.

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.

• →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

• 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.

• 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.

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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.