Tax Senior

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 satellite offices in New York City, Singapore, and Abu Dhabi.

Tax Pillar Overview:

The Tax Pillar 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 and trust reporting. The Tax Pillar also plays a key role working with other Pillars at the DFO on planning and implementing new strategies and structures for our clients.

Position Summary:

We are looking for a Tax Senior to play a crucial role in the tax function for high-net-worth individuals and their family entities. The Tax Senior will work closely with the Tax Managers ensuring timely and accurate tax filings, tax projections and best in class planning. Candidates who have experience with a wide range of tax returns, have excellent analytical skills, enjoy managing small projects and collaborating with multiple teams will excel in this fast-paced and unique role.

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

• Detailed review of Tax Returns and projections, including trusts, individuals, non-profits, investment partnerships and operating businesses
• Prepare file memos supporting tax positions
• Collaborating with internal teams on various strategies and liaising with outside providers
• Providing leverage and support for Tax Director and Tax Managers
• Drafting notice responses to Federal and State taxing authorities
• Reviewing the performance of outside providers as part of the larger team, and being vocal on recommendations and escalations
• Working on special projects as needed

Apply for this role if you have:

• Excellent communication skills
• A high-level of organization and attention to detail
• Are proactive and can work independently
• Forward thinking mentality and open-minded, with an eye for efficiency
• Multi-tasker mentality, with an emphasis on prioritization
• Team player

Qualifications:

• At least 2 Years minimum working at a public accounting firm, family office, or adjacent exposure law firm
• Bachelor’s degree in accounting or related field
• CPA Certification preferred
• Exposure to a variety of tax returns
• Strong organizational skills and attention to detail
• Ability to work in a fast-paced, challenging, and collaborative environment

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

Compensation:

Compensation for the role includes a competitive salary in the range from $100,000 to $140,000 (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. 

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.