---
title: 'Senior Tax Manager, Trust at DFO Referrals'
canonical: 'https://feeny.ai/job/senior-tax-manager-trust-dfo-referrals-westport-72961mtxwx8j'
type: 'job'
last_seen: '2026-09-13'
---

# Senior Tax Manager, Trust at DFO Referrals

- **Company:** DFO Referrals
- **Location:** Westport, CT
- **Posted:** 2026-08-03
- **Last confirmed live:** 2026-09-13
- **Apply:** https://job-boards.greenhouse.io/dforeferrals/jobs/6122534004

## Job description

Senior Tax Manager, Trust

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.

Position Summary:

The Tax Department oversees tax compliance for the clients of the family office. This includes a wide array of areas, including investment and business entities as well as individual, philanthropic and trust reporting. The Tax Department also plays a key role working with other Departments at the DFO in planning and implementing new strategies and structures for our clients. The Senior Tax Manager will be responsible for sophisticated tax compliance and related planning for the DFO, its clients, and related entities.

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

- Ownership of overall tax compliance processes for the assigned entities, including developing and managing 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 in a synthesized manner.
- Review tax returns and the related workpapers for trusts, individual, philanthropic entities, operating businesses, and investment entities prepared by our third-party service providers.
- Manage relationships with external advisors including managing the budget, billings, and engagement letters
- Liaise with the lawyers, trustees, accountants, real estate brokers and other external advisors affecting family-directed strategies and initiatives.
- Act as an in-house tax resource for other departments.
- Lead or participate in other cross-functional projects providing leadership toward additional value-added activities and supporting operational and departmental excellence, while fostering teamwork between all functions.
- Manage tax audits and responses to taxing authority inquiries and notices.
- Additional duties as assigned

The ideal candidate will possess the following knowledge, skills, attributes, and values:

- Excellent interpersonal and communication skills (both written and verbal).
- A high-level of organization and attention to detail.
- Experience at juggling multiple tasks concurrently in a fast-paced environment.
- Flexibility to adapt to changing priorities as issues develop.
- A strong work ethic.
- The ability to grasp complex tax issues and synthesize them to key stakeholders.

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:

- 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.
- CPA and/or JD preferred.

Compensation:

Compensation for the role includes a competitive salary in the range from $175,000 -$305,000 (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  paid time off ranging from 15 to 25 days based on years of service, paid sick and safe leave, dental, vision, life and disability insurance, paid parental time off, birth mother recovery pay, sick family member pay, parental ramp back up program, gym reimbursement and generous employer match for 401k.

Please note we are unable to provide immigration 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.

## About DFO Referrals

## Company Overview
- **One-liner**: DFO Referrals is the talent acquisition and recruitment platform for the Dalio Family Office, which manages the ventures, investments, and philanthropic initiatives of Ray and Barbara Dalio.
- **Entity Type**: Private (family office)
- **Headquarters**: Westport, Connecticut, United States (with additional offices in New York City, Singapore, and Abu Dhabi)
- **Founded**: Year not publicly disclosed (the Dalio Family Office has been active for many years; DFO Referrals as a hiring entity likely launched in recent years)
- **Founders**: Ray Dalio and Barbara Dalio (founders of the Dalio Family Office)

## Core Business
- **Primary industry/industries**: Executive Offices, Family Office, Financial Services, Philanthropy, Ocean Exploration, Education
- **Target customers**: Not applicable (DFO Referrals supports the internal hiring needs of the Dalio Family Office and its affiliated entities; it does not serve external customers)
- **Mission or purpose statement**: The Dalio Family Office is rooted in a culture of meaningful work and meaningful relationships, supporting the family’s legacy of giving back through Dalio Philanthropies, OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation.

## Products & Services
DFO Referrals is not a product company; it is a hiring arm. The entities it supports include:
- **Dalio Family Office (DFO)**: Core investment and administrative services for the Dalio family.
- **Dalio Philanthropies**: Philanthropic initiatives across ocean exploration, education, and global giving.
- **OceanX**: A non-profit that combines exploration, research, and multimedia education to transform public understanding of the ocean.
- **Dalio Education**: Education-focused programs and partnerships.
- **Endless Network**: A philanthropic initiative focused on expanding internet access.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private family office)
- **Key Metric**: Total Funding – Not applicable (privately funded); Headcount – 6 employees reported on LinkedIn [linkedin.com/company/dalio-family-office] (likely refers to core DFO staff; the broader ecosystem employs many more)
- **Notable Investors/Partners**: The Dalio family (self-funded); partners include Bridgewater Associates (founded by Ray Dalio), various philanthropic organizations, and academic institutions.
- **Growth Signals**: 40% headcount growth YoY at the core family office [linkedin.com/company/dalio-family-office]; active job postings include senior roles in finance, technology, legal, and operations (17+ open positions as of June 2026) [greenhouse.io, jobera.com]; expanding presence in Singapore and Abu Dhabi.

## Competitive Advantages
- **Access to the Dalio ecosystem**: Employees work directly with the family office, gaining exposure to high-impact investments, philanthropy, and global initiatives.
- **Meaningful work**: Roles support ocean conservation, education, and global connectivity, offering a sense of purpose beyond profit.
- **Strong compensation and benefits**: Competitive salaries (ranges from $95k–$655k depending on role) plus 100% company-paid medical premiums, 17 paid holidays, generous PTO, 150% 401(k) match up to $7,500, gym reimbursement, and hybrid work environment [scoutify.com].
- **Low turnover / high retention culture**: Focus on "meaningful work and meaningful relationships" as core values.

## Strategic Focus
- **Current priorities**: Expanding the talent base for the family office and its philanthropic arms, particularly in technology (CISO, DevSecOps, Data Engineering), finance (senior accounting, tax advisory), and international operations (Singapore, APAC partnerships).
- **Direction for growth**: Deepening the family’s impact in ocean exploration (OceanX), education, and global philanthropy, while maintaining a lean, high-performance team.

## Why Work Here
- **Culture highlights**: Mission-driven, collaborative, high-performing environment with a focus on meaningful relationships [scoutify.com].
- **Remote/hybrid/office policy**: Hybrid work environment; many roles are on-site in Westport, CT or New York City, with some roles in Singapore (on-site). 100% remote roles are rare [jobera.com].
- **Notable perks or engineering culture**: 100% company-paid medical premiums, 17 paid holidays, generous PTO, 150% 401(k) match up to $7,500 (plus 100% match above $7,500, up to $15k match limit), gym reimbursement, and hybrid flexibility [scoutify.com]. Engineering roles (e.g., Senior DevSecOps Engineer, Senior Data Engineer) offer competitive compensation ($200k–$350k+ range) [scoutify.com].
- **Visa sponsorship**: Conflicting reports; USCIS data shows no H-1B petition history for DFO Referrals, but some sources indicate sponsorship for international candidates [scoutify.com]. Candidates should inquire directly during the application process.

## Sources
1. [greenhouse.io](https://job-boards.greenhouse.io/dforeferrals) – DFO Referrals job board, listing 16+ open positions.
2. [linkedin.com/company/dalio-family-office](https://www.linkedin.com/company/dalio-family-office) – Dalio Family Office LinkedIn profile (headcount, growth, description).
3. [scoutify.com](https://scoutify.com/companies/dfo-referrals/) – DFO Referrals careers page with compensation ranges, perks, H1B sponsorship discussion.
4. [jobalmanac.com](https://www.jobalmanac.com/companies/dforeferrals) – Additional job listings and company details.
5. [jobera.com](https://jobera.com/employer/dforeferrals/) – List of 17 open positions with salary ranges and location classification.
6. [daliofamilyoffice.com](https://daliofamilyoffice.com) – Official website (not deeply crawled, but primary source for entity description).

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