Tax Senior

3 days ago

Westport, Connecticut, United States Dalio Family Office Full time

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 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, which includes investment and business entities as well as non-profits, individual and trust returns. 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
The Tax Senior will work closely with the Tax Managers ensuring 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:

  • Excellent communication skills
  • 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-tasker mentality, with an emphasis on prioritization
  • Team player

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, 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 from $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.

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