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Estate and Tax Planning Legal Associate

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.

Estate and Tax Planning Pillar Overview:

The Estate and Tax Planning (ETP) Pillar is responsible for delivering innovative solutions to help the Dalio family achieve their financial, philanthropic, and personal goals. ETP is a cross-disciplinary pillar whose initiatives frequently involve partnership with internal Trust, Investment, Finance, Legal, and other pillars as well as with external counsel and advisors.

Position Summary:

Our Estate and Tax Planning Pillar is seeking a mid-level Attorney to support the design and implementation of estate and tax planning strategies including best in class estate plans. The Legal Associate will manage a diverse portfolio of planning projects and work closely with the Pillar Head on tax and planning matters.

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

Work closely with the Pillar Head to develop and implement sophisticated estate and tax planning strategies for family members, trusts and other related entities
Ensure that each family member has executed estate planning documents that are updated on a regular cadence or more frequently, if needed
Lead the administration of any estate planning strategies, such as annual gifts, GRATs and other wealth transfer techniques, and the administration of any estates, including coordination with Trust pillar, trustees, CPAs, attorneys and financial advisors
Manage the planning needed to incorporate life events, including births and marriages
Liaise with outside counsel and other external advisors to develop and implement a diverse portfolio of estate and tax planning projects, including:
- Preparing project charters, managing risk and providing regular status updates to Pillar leadership and stakeholders
- Review documents prepared by outside counsel to ensure accuracy and alignment with client goals
- Manage budgeting and related spend along with ensuring engagement letters are fully executed in coordination with Legal Pillar
- Ensure efficient and effective project management tools and practices are deployed
- Support the implementation of strategies
Serve on cross-disciplinary teams for special projects, bridging tax planning, tax compliance, finance and accounting, and other business considerations
Manage library of summaries of significant estate documents, entities or related structures
Monitor changes in relevant laws and regulations; advise internal teams of potential impact and strategic changes needed to respond to changes

Apply for this role if you:

Are inquisitive and proactive in identifying legal issues & risks and proposing creative and effective solutions which effectively balance risk
Have excellent interpersonal and communication skills; ability to work independently and meet tight deadlines in a fast-paced, dynamic and demanding environment
Are comfortable with ambiguity, articulate with explanations, and not afraid to call balls and strikes
Have a high level of integrity, discretion, and professionalism

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:

D. from an accredited law school and admitted to practice law in one or more states and in good standing
At least 4 years of experience in sophisticated estate and tax planning, including strategy for ultra-high net worth individuals, gained in a law firm and/or related environment
Strong understanding of estate, gift and income tax principles, trust law, and entity structures
Experience drafting complex wills and trusts, preparation of client presentations, tax calculations and analysis and administration of estates from probate through closing
Ability to understand complex legal frameworks, synthesize them for clients and recommend resulting planning strategies
Exposure to cross-border planning preferred
Effective at managing outside counsel, including specialized and highly sophisticated providers
Strong project management experience providing oversight and management of multiple medium-sized projects; critical thinking; strong organizational and prioritization skills
Collaborative and adaptable team player with a client service mindset
Bachelor’s Degree

Compensation:

Compensation for the role includes a competitive salary in the range from $300,000 -$385,000 (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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ELECTRONIC RECORD AND SIGNATURE DISCLOSURE From time to time, Marino Management, LLC and/or its subsidiaries, affiliates, other related entities, successors, and/or assigns (the “Company”, “we” or “us”) may provide you with notices, disclosures, authorizations, acknowledgements, agreements, and other documents. Described below are the terms and conditions for providing to you such documents electronically through the Greenhouse system. Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to this Electronic Record and Signature Disclosure (“ERSD”), please confirm your agreement by providing your signature below. Getting paper copies At any time, you may request from us a paper copy of any record provided or made available electronically to you by us. [You will have the ability to download and print documents we send to you through the Greenhouse system during and immediately after the signing session and, if you elect to create a Greenhouse account, you may access the documents for a limited period of time (usually 30 days) after such documents are first sent to you.] After such time, if you wish for us to send you paper copies of any such documents, you may request delivery of such paper copies from us by following the procedure described below. Withdrawing your consent If you decide to receive documents from us electronically, you may at any time change your mind and tell us that thereafter you want to receive documents only in paper format. The procedure by which you must inform us of your decision to receive future documents in paper format and withdraw your consent to receive documents electronically is described below. Consequences of changing your mind If you elect to receive documents only in paper format, it will slow the speed at which we can complete certain tasks and deliver certain notices to you because we will first need to send the documents to you in paper format, and then wait until we receive from you your acknowledgment of your receipt of such paper documents. Further, you will no longer be able to use the Greenhouse system to receive documents electronically from us or to sign documents from us electronically. All documents will be sent to you electronically Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you through the Greenhouse system notices, disclosures, authorizations, acknowledgements, agreements, and other documents. If you do not agree with this process, please let us know as described below. Please also see the paragraph immediately above that describes the consequences of your electing not to receive delivery of the documents electronically from us. How to contact us You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies of certain information from us, and to withdraw your prior consent to receive documents electronically by emailing HR@marinomgmt.com. How to advise us of your new email address To let us know of a change in your email address where we should send documents electronically to you, you must send an email message to us at HR@marinomgmt.com and in the body of such request you must state your previous email address and your new email address. [If you created a Greenhouse account, you may update it with your new email address through your account preferences.] To request paper copies from us To request delivery from us of paper copies of the documents previously provided by us to you electronically, you must send us an email to HR@marinomgmt.com and in the body of such request you must state your email address, full name, mailing address, and telephone number. To withdraw your consent To inform us that you no longer wish to receive future documents in electronic format, you must email us at HR@marinomgmt.com, and in the body of such request you must state your email, full name, mailing address, and telephone number. Required hardware and software The minimum system requirements for using the Greenhouse system may change over time. 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Have you ever been engaged in the recruiting process, spoken to anyone about a role at the Dalio Family Office or Bridgewater Associates, or interviewed for a position?

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Have you ever worked at or with the Dalio Family Office or Bridgewater Associates in any capacity?

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How did you hear about the Dalio Family Office?

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Are you, a relative*, partner, or member of your household: currently employed by, having prior employment history with, and/or having any past or present affiliation** with an: asset management firm, asset management consulting firm, institutional investor (e.g., corporate or public pension fund, sovereign wealth fund/central bank, hedge fund of funds or External-Chief Investment Officer, or money management office of an endowment/foundation/family office), a broker or dealer in a trading or sales capacity, or a service provider or outside partner to Bridgewater (only if you are already aware). *Child, stepchild, grandchild, parent, stepparent, grandparent, spouse, sibling, in-law, domestic partnership, or adoptive relationship **Officially attached to or connected to an organization in volunteer, paid or non-paid, in a substantial or consultative fashion, including serving on the board of directors or governance board

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If "Yes" please elaborate including whether your organization has any current interface with Bridgewater or the Dalio Family Office?

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Will you now or in the future require "sponsorship for an immigration-related employment benefit?"

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For purposes of this question, “sponsorship for an immigration-related employment benefit” means “the submission by the Dalio Family Office to U.S. immigration or consular officials of forms or supporting documents requesting approval of:

*an H-1B visa petition,
*an O-1 visa petition,
*an E-3 visa petition,
*TN status,
*any employment-based visa petition on behalf of an individual in F-1, F-2, J-1, L-1, L-2, or any other nonimmigrant visa status, and
*‘job flexibility benefits’ (also known as 1-140 portability or Adjustment of Status portability) for long-delayed adjustment of status applications that have been pending for 180 days or longer.”
(Please ask us if you are uncertain whether you may need sponsorship for an immigration-related employment benefit or desire clarification.)

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I acknowledge that it is the Dalio Family Office’s (DFO) practice to record phone calls and in-person meetings for training and efficiency purposes. I understand that under Connecticut law, the DFO must obtain written consent from a party before recording any calls with the party. This letter constitutes my consent to the recording of any and all telephone calls or meetings between me and DFO personnel made on or after the date hereof relating to my interest in the DFO.

For purposes hereof, "DFO personnel" means any DFO employee, consultant or other individual contacting me on DFO’s behalf in connection with my interest in the DFO.
By stating "I Agree" and continuing, I acknowledge that I am signing this acknowledgement and consent electronically and agree that such electronic signature will be deemed the equivalent of an original for all purposes. My electronic signature represents that I have read, understand and agree to the terms hereof.

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Estate & Tax Planning Legal Associate

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