Senior Tax Manager, International

Senior Tax Manager - International

Dalio Family Office

Dalio Family Office Overview:

The Senior Tax Manager will be responsible for sophisticated tax compliance and related planning for DFO, its clients and related entities. The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures and investments as well as their work through Dalio Philanthropies, including OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The DFO is rooted in a culture of meaningful work and meaningful relationships and the family’s legacy of giving back. The right candidate can look forward to being challenged intellectually and expected to build long-lasting relationships, while managing a tax function representative of the founder's goals and standards. The office is headquartered in Westport, CT with a satellite office in New York City.

Tax Compliance Pillar Overview:

The Tax Compliance Pillar oversees tax compliance for the clients of the family office in partnership with several highly respected outside accounting firms. This compliance includes a wide array of areas, including investment and business entities as well as individual, philanthropic and trust taxation. The Tax Pillar also plays a key role working with other Pillars at the DFO on planning, accounting and implementing new strategies and structures for our clients.

Position Summary:

We are looking for a Senior Tax Manager who has significant experience with international entities specifically in the UAE and Singapore.  These entities encompass investment entities, operating businesses, as well as philanthropic entities and have both foreign and US filings.  An ideal candidate will have experience with the UAE and/or Singapore tax compliance, IFRS experience, experience with multi-country filings and with cross-border matters.

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

• Manage the overall tax compliance process for a portfolio of entities spanning across the UAE and Singapore ensuring timely and accurate filings.

• Ownership of tax impact decision making for IFRS, Global Mobility, and Transfer Pricing in conjunction with the Tax Pillar Head.
• Review US and foreign tax returns and the related workpapers for these entities prepared by our third-party service providers.
• Manage relationships with external tax advisors both in these foreign countries and any associated advisors in the US.
• Resolve complex technical tax issues, consult with experts, prepare memoranda, and communicate research findings to senior management in a well-synthesized manner.
• Review of potential non-US and US tax consequences of the entity’s activities and its proposed structure.
• Manage tax audits for these entities and responses to taxing authority inquiries and notices.
• Work with the Finance & Accounting Pillar to be a resource for tax planning and implementation.
• Lead or participate in other cross-functional projects providing leadership toward additional value-added activities in addition to supporting operational and departmental excellence, while fostering teamwork between all functions.
• Be the primary liaison with others (both internal DFO members and external advisors) for all tax matters related to the portfolio of entities.
• Provision and determine estimated and actual tax payments and engage with Finance Pillar on payment executions

Apply for this role if you have:

• International Tax Planning and Compliance experience with preference of experience in the UAE and Singapore.
• Excellent client handling and communication skills.
• Excellent management of third-party tax advisors to prepare returns and work on projects.
• A high-level of organization and attention to detail.
• The ability to synthesize complex tax positions to key stakeholders.
• Eager to collaborate with others; comfortable giving and receiving feedback while working towards a common goal.

• Organized and able to adhere to due dates, work under tight deadlines, handle multiple tasks concurrently, and adapt to changing
• Self-starter with a strong work ethic and ability to work well independently.
• Committed to excellence and evolution in professional development.
• Ready to take on a Subject Matter Expert role within a team; offering guidance and taking recommendations from experienced parties.

Qualifications:

• 12+ Years minimum working at a CPA firm, hedge fund, or family office
• Investment product knowledge
• Extensive experience (at least 7 years) preparing and reviewing foreign entity tax returns, including operating businesses, investment entities, and philanthropic entities with both foreign and US filings.
• Preferred experience with private equity funds.
• 5+ years of process and people management experience with oversight of tax compliance process, including resource allocation and budgeting.

Compensation:

Compensation for the role includes a competitive salary in the range of $400,000-$475,000 (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 that we do not provide sponsorship for this position.

Use of AI in the Application Process:

We recognize that candidates may use AI-enabled tools to assist with resume drafting, application preparation, and interview preparation. Such use is permitted provided all submitted materials accurately reflect the candidate's own qualifications, experience, skills, and work history.

Candidates may not submit hidden instructions, embedded prompts, misleading metadata, deceptive content, code, or other materials intended to interfere with or improperly influence the Company's recruiting process or the administration of candidate applications

Any attempt to misrepresent qualifications or improperly interfere with the recruiting process may result in disqualification from consideration.

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