Pillar Head, Tax Compliance

Head of Tax Compliance Pillar

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, this also includes long term wealth planning and management. The office is headquartered in Westport, CT with satellite offices in New York City, Singapore, and Abu Dhabi.

The DFO has grown significantly over the past few years, increasing in both size and capability to provide a high level of support to the family. While its focus is the Dalio family, the DFO shares our Founder’s principles rooted in a meritocratic culture as the lifeblood of our organization. Given the highly sensitive nature of its responsibilities, the DFO is a tight-knit group, where honesty and integrity are foundational values. All members are uniquely valued, are encouraged to meet their potential, and are given responsibilities that align with their capabilities and interests.

Tax Compliance Pillar Overview:

The Tax Compliance Pillar oversees tax compliance for the clients of the family office and related entities. This includes a wide array of areas, including investment partnerships and operating business entities as well as individual, non-profit and trust reporting, both in the United States and internationally. The Tax Compliance 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:

We are currently hiring a Tax Compliance Pillar Head to be the leader of this key group within our growing DFO team.  The Pillar Head will lead and manage a team that is responsible for a sophisticated tax compliance practice, both in the US and overseas.  This is a unique opportunity for someone who wants to drive the compliance process and work on complex, interesting planning and projects for a family with varied interests in multiple businesses in a one-of-a-kind team environment. This is a great role for someone who wants to be challenged, build long-lasting relationships, and play a lead role in managing a tax compliance function representative of the founder's goals and standards.

The Tax Compliance Pillar Head will be responsible for leading and managing the Tax Compliance Pillar, including overseeing, owning and managing a sophisticated tax compliance function. The right individual must be excited about handling multiple competing priorities and complex initiatives and be able to adapt in a dynamic and fast-paced work environment. The ideal candidate must also demonstrate high integrity and discretion as s/he will be trusted with handling highly sensitive information.

Responsibilities include:

• Own and manage overall tax compliance function, including all external advisers and an internal team of 5-7 people.
• Reporting on key pillar performance metrics, and business deliverables.
• Developing and investing in a talented tax compliance team.
• Visualizing and establishing processes for best practices to meet overarching business goals, as well as individual goals for stakeholders.
• Oversee and manage team that resolves complex technical tax compliance issues and communicate research findings to senior management in a synthesized manner. 
• Manage the complex business process to file accurate and timely tax returns in an environment of continuous improvement and strive to continuously improve the tax compliance processes.
• Act as a tax subject matter expert and the final reviewer for complicated tax returns for individuals, gift, corporations, partnerships, foundations, charitable entities, and trusts prepared either internally or by our third-party service providers.
• Oversee tax audits and responses to taxing authority inquiries and notices.
• Act as in-house tax compliance resource to other departments.
• Oversee Pillar’s budget, quarterly reporting to senior management and annual pillar planning.
• Lead or participate in other cross-functional projects providing leadership and supporting operational and departmental excellence, while fostering teamwork between all functions.
• Maintain knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.

Position Requirements:

• 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 process, including process management, resource allocation and budgeting.
• Organized and able to adhere to due dates, work under tight deadlines, handle multiple tasks concurrently, and adapt to changing priorities
• Experience related to or directly within: Private Client Services, Trust Returns, Investment Partnerships, or International Tax Operations strongly preferred.
• Strong interpersonal and communication skills (both written and verbal).

Compensation:

Compensation for the role includes a competitive salary in the range from $500,000 -$650,000 (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.