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 satellite offices in New York City, Singapore, and Abu Dhabi.

Tax Pillar Overview

The Tax Pillar oversees tax compliance for the clients of the family office, which includes investment and business entities as well as non-profits, individual and trust returns.

The Tax 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 looking for a Tax Pillar Coordinator to report to the Tax Pillar Head. The ideal candidate will assist in the management of the pillar and be driven to help the pillar be successful.

They will take initiative in the management of the compliance process, drive projects, tax and pillar administration in addition to driving operational updates for the tax pillar as needed.

If you have a desire to learn and grow as well as develop your project and process management skills and toolkit, this could be an ideal fit.

Excellent service orientation, assertive communication and problem perception are critical as you partner with others across our organization in designing and implementing models, processes, and reporting to support ongoing tax operations and improve their effectiveness.

As the DFO is an evolving entity, you must be able to thrive in fast-paced, fluid environment and be comfortable navigating ambiguity.

Day-to-day Responsibilities Would Include a Combination Of The Following

• Management coordination and Administrative support the Tax Compliance Pillar including
• Preparing Metrics
• Managing budgets
• Tracking and monitoring of projects / activities
• Manage several small to medium projects concurrently and provide leverage on large projects including risk identification, schedule timing, task and dependency management, budget management, project charters and closeout
• Liaise between project team and stakeholders to ensure deliverables are adequately met and convey regular status reports

Apply For This Role If You Have

• Strong organizational skills and attention to detail
• Successful track record of working in a fast-paced, challenging, and collaborative environment
• Interested in operations, process management and project management
• Goal oriented and able to see the processes you are running from a higher level to improve upon them rather than solely execute
• Highly organized and reliable with excellent time management skills
• Service oriented and strive to provide stakeholders with an excellent experience
• A practical thinker able to logically approach problems and come up with reasonable solutions or escalate them effectively
• Willing to hold yourself and others accountable to high standards for excellence
• A natural multi-tasker comfortable wearing many hats in support of a dynamic organization
• Interested in operating within a unique culture that will foster your deep desire for personal and professional growth
• Discreet and professional in handling sensitive or confidential information and maintain high integrity

Qualifications

• At least 3 years of relevant work experience managing small to medium size projects independently
• Ideally has exposure to process management and project management methodologies or a desire to learn the methodologies
• Experience with managing processes and projects with multiple stakeholders
• Fundamental knowledge of finance or tax is a plus
• An interest in financial and tax processes
• Excellent written and oral communication skills
• Bachelor’s Degree

Illustrative Benefits

• 100% company paid medical premiums
• 17 company paid holidays
• Friday summer hours
• Monthly community happy hours
• Hybrid work environment (9 days in office per month)
• 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

Compensation

Compensation for the role includes a competitive salary in the range from $65,000 to $130,000 (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.

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.

Please note that we do not provide immigration sponsorship for this position The DFO is an Equal Opportunity Employer.

Last updated : 2024-06-22