Senior Tax Manager
$175,000–$305,000 year
HybridWestport, Connecticut, United States
Job Summary
Own overall tax compliance processes for assigned entities, developing prioritized tax planning activities and supervising external and internal resources. Resolve complex technical tax issues, consult with experts, prepare memorandums, and communicate research findings to senior management. Review tax returns and workpapers for trusts, individuals, philanthropic entities, operating businesses, and investment entities prepared by third-party providers. Manage relationships with external advisors, including budget oversight and engagement letters, while liaising with lawyers, trustees, accountants, and brokers. Act as an in-house tax resource for other departments and lead cross-functional projects to support operational excellence. Manage tax audits and responses to taxing authority inquiries. This role supports the Dalio Family Office's clients in investment, business, and philanthropic ventures within a hybrid environment.
Required Qualifications
- 12+ 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
- 5+ years of managerial experience with oversight of tax compliance processes, including resource allocation and budgeting
- Bachelors or master's degree in accounting or related field
Desired Qualifications
- CPA and/or JD preferred
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