Tax Senior

Dalio Family Office Overview:

The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures and investments as well as their work through Dalio Philanthropies, including OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The DFO is rooted in a culture of meaningful work and meaningful relationships and the family’s legacy of giving back. The office is headquartered in Westport, CT with a satellite office in New York City.

Position Summary:

We are looking for a Tax Senior/Pillar Coordinator to report to the Tax Director. The ideal candidate will take initiative in tax administration and detailed review of tax returns, in addition to driving operational updates for the tax pillar as needed.  Candidates who have experience with a wide range of tax returns, enjoy managing small projects and collaborating with multiple teams will excel in this fast-paced and unique role.  

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.

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

  • Administrative support the Tax Compliance Pillar including
    • Managing all trackers for tax returns and ensure tax returns and notices are progressing according to determined deadlines
    • Preparing Metrics
    • Managing budgets
    • Tracking and monitoring of projects
  • Detailed review of Tax Returns, working with teams as needed on open questions and tracking any missing items
  • Maintain tax pillar machines, liaising with tax coordinator as needed
  • Prepare file memos supporting tax positions

Apply for this role if you have:

  • Excellent communication skills
  • A high-level of organization and attention to detail
  • Can juggle multiple responsibilities

Qualifications:

  • 3+ years' experience working at a public accounting firm or family office
  • CPA Certification preferred
  • Exposure to a variety of tax returns – trusts, individuals, non-profits, partnerships
  • Strong organizational skills and attention to detail
  • Ability to work in a fast-paced, challenging, and collaborative environment

Compensation:

Compensation for the role includes a competitive salary in the range from $65,000 -$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.

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.

Please note that we do not provide immigration sponsorship for this position The DFO is an Equal Opportunity Employer. All employment at the DFO is subject to an investigative consumer report check.

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