Tax Senior

Overview

The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, including Ocean

X, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of DFO’s culture emphasizes meaningful work and meaningful relationships, with 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.

Tax Compliance Pillar Overview: The Tax Pillar oversees tax compliance for the clients of the family office, including investment and business entities as well as non-profits, individual and trust returns. The Tax Pillar collaborates with other Pillars at the DFO on planning and implementing new strategies and structures for our clients.

Position Summary: The Tax Senior will work closely with the Tax Managers to ensure timely and accurate tax filings, tax projections, and best-in-class planning.

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
• Perform other duties as assigned

The ideal candidate will possess the following knowledge, skills, attributes, and values:

• A high level of organization and attention to detail
• Are proactive and can work independently, while collaborating with a team
• Forward thinking mentality and open-minded, with an eye for efficiency
• Multi-tasking mentality, with an emphasis on prioritization
• Team player

Illustrative Benefits:

• 100% company paid medical premiums
• 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:

• At least 2 years minimum working at a public accounting firm, family office, or adjacent exposure law firm
• 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
• CPA Certification preferred

Compensation:

Compensation for the role includes a competitive salary in the range of $115,000 - $130,000 (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 we are unable to provide immigration sponsorship for this position.

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.