What are the responsibilities and job description for the Tax Compliance Summer Intern position at Dalio Family Office?
Summer 2025 Internship: Tax Compliance
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.
Position Summary
The Tax Compliance 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 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. As an Intern you will assist with administrative tasks and ad hoc project work related to tax compliance at the Family Office.
Day-to-day Responsibilities Would Include a Combination Of The Following
Application Deadline: March 21st, 2025
This internship will be on a hybrid schedule and will report to Westport, CT 3 times per week.
Compensation
Compensation for the role includes an hourly wage of $20/hr. This position is eligible for statutory benefits only.
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.
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.
Position Summary
The Tax Compliance 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 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. As an Intern you will assist with administrative tasks and ad hoc project work related to tax compliance at the Family Office.
Day-to-day Responsibilities Would Include a Combination Of The Following
- Learn about Monday.com – assist with creation and maintenance of project management boards related to tax compliance workstreams
- Machine Documentation – assist with documenting various processes for pillar use and reference
- Confluence Page – assist with updating and maintaining the Tax Compliance Confluence Page
- Update and maintain a variety of internal tax trackers (estimated tax payments, notices, refunds, signature list)
- Ad hoc projects and administrative tasks as assigned
- Current student pursuing a bachelor’s degree at an accredited college or university
- Strong interest in pursuing a career in tax, accounting or business management
- Detail-oriented with strong organizational skills and the ability to manage multiple tasks simultaneously
- Ability to maintain confidentiality and handle sensitive information with discretion
- Proactive, self-motivated, and eager to learn
Application Deadline: March 21st, 2025
This internship will be on a hybrid schedule and will report to Westport, CT 3 times per week.
Compensation
Compensation for the role includes an hourly wage of $20/hr. This position is eligible for statutory benefits only.
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.
Salary : $20
