Senior Tax Manager, Trust

DFO Referrals; Westport (CT); On-site; USD 175,000 - 305,000; Full time

Benefits offered by this job

Medical premiums

Hybrid work

Summer hours

Community happy hours

Catered meals

Generous PTO

Casual dress code

401k matching

Gym reimbursement

Childcare support

Legal and financial services

Job summary

The Dalio Family Office (DFO) in Westport, CT, seeks a Senior Tax Manager to lead sophisticated tax compliance and planning for its clients and related entities. The role collaborates with internal teams and external advisors to ensure accurate filings and strategic tax structuring.

Qualifications include 12+ years in tax and 5+ years of managerial experience, with a CPA or JD preferred. Hybrid work environment with generous compensation and benefits.

Qualifications

• 12+ years of tax compliance, research, and planning for high-net-worth individuals and trusts within a public accounting firm, family office, or wealth management tax department.
• 5+ years of managerial experience with oversight of tax compliance processes, including resource allocation and budgeting.
• Bachelor's or master's degree in accounting or related field.
• CPA and/or JD preferred.

Responsibilities

• Own overall tax compliance processes for the assigned entities, including developing and managing prioritized tax planning activities and supervising external and internal resources.
• Resolve complex technical tax issues, consult with experts, prepare memorandums, and communicate research findings to senior management in a synthesized manner.
• Review tax returns and the related workpapers for trusts, individual, philanthropic entities, operating businesses, and investment entities prepared by our third-party service providers.
• Manage relationships with external advisors including managing the budget, billings, and engagement letters
• Liaise with the lawyers, trustees, accountants, real estate brokers and other external advisors affecting family-directed strategies and initiatives.
• Act as an in-house tax resource for other departments.
• Lead or participate in other cross-functional projects providing leadership toward additional value-added activities and supporting operational and departmental excellence, while fostering teamwork between all functions.
• Manage tax audits and responses to taxing authority inquiries and notices.
• Additional duties as assigned

Skills

Tax planning

Tax compliance

Leadership

Communication

Attention to detail

Budgeting

Education

Bachelor's or Master's in accounting

CPA or JD preferred

Job description

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.

Position Summary

The Tax Department 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, philanthropic and trust reporting. The Tax Department also plays a key role working with other Departments at the DFO in planning and implementing new strategies and structures for our clients. The Senior Tax Manager will be responsible for sophisticated tax compliance and related planning for the DFO, its clients, and related entities.

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

• Ownership of overall tax compliance processes for the assigned entities, including developing and managing prioritized tax planning activities and supervising external and internal resources.
• Resolve complex technical tax issues, consult with experts, prepare memorandums, and communicate research findings to senior management in a synthesized manner.
• Review tax returns and the related workpapers for trusts, individual, philanthropic entities, operating businesses, and investment entities prepared by our third-party service providers.
• Manage relationships with external advisors including managing the budget, billings, and engagement letters
• Liaise with the lawyers, trustees, accountants, real estate brokers and other external advisors affecting family-directed strategies and initiatives.
• Act as an in-house tax resource for other departments.
• Lead or participate in other cross-functional projects providing leadership toward additional value-added activities and supporting operational and departmental excellence, while fostering teamwork between all functions.
• Manage tax audits and responses to taxing authority inquiries and notices.
• Additional duties as assigned

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

• Excellent interpersonal and communication skills (both written and verbal).
• A high-level of organization and attention to detail.
• Experience at juggling multiple tasks concurrently in a fast-paced environment.
• Flexibility to adapt to changing priorities as issues develop.
• A strong work ethic.
• The ability to grasp complex tax issues and synthesize them to key stakeholders.

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

• 12+ 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.
• 5+ years of managerial experience with oversight of tax compliance processes, including resource allocation and budgeting.
• Bachelors or master’s degree in accounting or related field.
• CPA and/or JD preferred.

Compensation

Compensation for the role includes a competitive salary in the range from $175,000 -$305,000 (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 paid time off ranging from 15 to 25 days based on years of service, paid sick and safe leave, dental, vision, life and disability insurance, paid parental time off, birth mother recovery pay, sick family member pay, parental ramp back up program, gym reimbursement 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.