Pillar Head, Tax Compliance

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 office is headquartered in Westport, CT with satellite offices in New York City, Singapore, and Abu Dhabi. DFO emphasizes meaningful work, meaningful relationships, strong integrity, and long-term wealth planning and management. Members are valued and given responsibilities aligned with their capabilities and interests.

The Tax Compliance Pillar oversees tax compliance for the clients of the family office and related entities, including US and international investment partnerships, operating entities, individuals, non-profits, and trusts. The Pillar collaborates with other pillars on planning and implementing new strategies and structures for clients.

We are hiring a Tax Compliance Pillar Head to lead this key group within our growing DFO team. The Pillar Head will manage a team responsible for a sophisticated tax compliance practice in the US and overseas. This role offers the opportunity to drive the compliance process and work on complex planning and projects for a family with varied interests in multiple businesses, in a one-of-a-kind team environment.

It is suited for someone who seeks challenge, relationship-building, and a lead role in managing a tax compliance function aligned with the founder s goals and standards.

The Tax Compliance Pillar Head will oversee the Pillar, including managing a sophisticated tax compliance function. The successful candidate will handle multiple priorities in a dynamic, fast-paced environment with high integrity and discretion due to the sensitivity of the information involved.

• Own and manage the overall tax compliance function, including external advisers and an internal team of 5–7 people.
• Report on key pillar performance metrics and business deliverables.
• Develop and invest in a talented tax compliance team.
• Establish processes and best practices to meet business and stakeholder goals.
• Oversee and manage a team that resolves complex technical tax compliance issues and communicate findings to senior management.
• Manage the process to file accurate and timely tax returns with continuous improvement efforts.
• Act as tax subject matter expert and final reviewer for complex returns for individuals, gifts, corporations, partnerships, foundations, charitable entities, and trusts, prepared internally or by third-party providers.
• Oversee tax audits and responses to inquiries and notices.
• Serve as in-house tax compliance resource to other departments.
• Oversee Pillar budget, quarterly reporting to senior management, and annual planning.
• Lead or participate in cross-functional projects to support operational and departmental excellence and teamwork across functions.
• Maintain knowledge of economic and political trends affecting tax or related legislation.

• Bachelor s Degree or Master s Degree in Accounting.
• CPA and/or JD.
• 10+ 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.
• No less than 3 years of managerial experience with oversight of tax compliance processes, budgeting, and resource allocation.
• Organized and able to meet deadlines, manage multiple tasks, and adapt to changing priorities.
• Experience related to Private Client Services, Trust Returns, Investment Partnerships, or International Tax Operations strongly preferred.
• Strong interpersonal and communication skills (written and verbal).

Compensation includes a competitive salary in the range of $500,000–$650,000 (inclusive of a merit-based bonus) and an excellent benefits package, including a comprehensive employer-paid medical plan and generous 401(k) match.

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 an equal opportunity employer and…