Senior Tax Manager, Trust, Dalio Family Office, Westport

And Simple ApS; Westport (CT); Hybrid; USD 175,000 - 305,000; Full time

Benefits offered by this job

100% company-paid medical premiums

Hybrid work model

Generous PTO

401k match

Job summary

Dalio Family Office’s Tax Department seeks a Senior Tax Manager in Westport, CT, focused on trust and related UHNW tax compliance and planning. You will own tax compliance for assigned entities, review third‑party returns, manage external advisor budgets, and support audits across DFO.

Requires 12+ years in HNW/flow-through/trust tax and 5+ years of managerial oversight; CPA and/or JD preferred. Hybrid work; no immigration sponsorship. Compensation $175,000–$305,000 with benefits.

Qualifications

• 12+ years recent tax compliance/research/planning for HNW individuals, flow-throughs and trusts.
• 5+ years managerial experience overseeing tax compliance processes including resource allocation and budgeting.
• Bachelor’s or master’s in accounting; CPA and/or JD preferred.

Responsibilities

• Ownership of overall tax compliance processes for assigned entities, including planning and supervising resources.
• Resolve complex technical tax issues; consult experts; prepare memoranda; communicate research to senior management.
• Review tax returns and workpapers for trusts, individuals, philanthropic entities, operating businesses, and investment entities.
• Manage external advisor relationships including budgets, billings and engagement letters.
• Lead cross-functional projects; liaise with trustees, lawyers, accountants and other advisors.
• Manage tax audits and responses to notices from taxing authorities.

Skills

12+ years tax experience

HNW/flow-through/trust tax

Managerial oversight

Education

Bachelor’s or Master’s in accounting

CPA or JD preferred

Job description

Dalio Family Office’s Tax Department is hiring a Senior Tax Manager focused on trust and related UHNW tax compliance/planning in Westport, CT. The seat owns tax compliance processes for assigned entities, reviews third-party-prepared returns (trusts, individuals, philanthropic, operating and investment entities), manages external advisor relationships/budgets, supports audits/notices, and acts as an in-house tax resource across DFO. Requires 12+ years’ HNW/flow-through/trust tax experience and 5+ years managerial oversight; CPA and/or JD preferred. Hybrid; no immigration sponsorship.

About the job

The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in ventures, investments, and philanthropic efforts under Dalio Philanthropies (OceanX, Dalio Education, Endless Network, Beijing Dalio Foundation). HQ Westport, CT; regional offices in New York City, Singapore, and Abu Dhabi.

The Tax Department oversees tax compliance for family-office clients across investment and business entities plus individual, philanthropic and trust reporting, and partners with other DFO departments on planning and new structures. The Senior Tax Manager owns sophisticated tax compliance and related planning for DFO, its clients, and related entities.

Day-to-day responsibilities include:

• Ownership of overall tax compliance processes for assigned entities, including prioritized tax planning and supervising external/internal resources
• Resolve complex technical tax issues; consult experts; prepare memoranda; communicate research to senior management
• Review tax returns and workpapers for trusts, individuals, philanthropic entities, operating businesses, and investment entities prepared by third-party providers
• Manage external advisor relationships including budgets, billings, and engagement letters
• Liaise with lawyers, trustees, accountants, real estate brokers and other advisors on family-directed strategies
• Act as an in-house tax resource for other departments; lead/participate in cross-functional projects
• Manage tax audits and responses to taxing-authority inquiries and notices

Qualifications: 12+ years recent tax compliance/research/planning for HNW individuals, flow-throughs and trusts (public accounting, family office, or wealth-management tax); 5+ years managerial experience overseeing tax compliance processes including resource allocation and budgeting; bachelor’s or master’s in accounting or related; CPA and/or JD preferred. Compensation $175,000–$305,000 (inclusive of merit-based bonus) plus benefits (100% company-paid medical premiums, hybrid, generous PTO, 401k match, etc.). Unable to provide immigration sponsorship.