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SalaryAccounting, Director, Special Projects
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 successful candidate will design, direct and oversee Special Projects related to the Accounting function within the Finance Pillar. Specific projects will evolve over time, but the focus will be on consistent improvement of existing procedures and workflows. Initial projects will include training and guidance to the Accounting team, ensuring the team is adhering to Accounting and Tax policies as required. This role will also actively participate in a process review/redesign of the tax compliance workflows, providing input on reports and tax information that are passed from Accounting to DFO Tax. This is a leadership role within the Finance Team and the position will report directly to the Chief Financial Officer.
Day-to-day responsibilities:
- Participate in the tax compliance initiative by providing insight to the redesign of tax preparation packages that are passed from Accounting to the internal tax team.
- Develop and deliver training on Accounting Policies and related Tax Policies as required for the maintenance of the financial records.
- Participate and provide subject matter expertise in oversight of the Finance related activities in the international locations.
- Lead specific initiatives for the Accounting team, collaborating closely with other pillars, notably, Tax, Estate/Trust Planning, Legal and Investments.
- Provide mentorship and career development guidance.
Apply for this role if you have:
- Outstanding interpersonal skills that build relationships at all levels across an organization with the ability to influence, collaborate and partner
- Strong Accounting and Finance subject matter expertise
- Strong knowledge of income tax, excise tax, and fiduciary income tax, particularly as related to compilation and delivery of tax reporting information for preparation of tax returns
- Ability to shape and define new processes to improve efficiency within the Accounting team while maintaining crisp risk management oversight
- Strong focus and attention to detail
- Ability to hold colleagues accountable
- Hands on profile; team player with a proactive mindset to anticipate challenges and design solutions
- Strong written and communication skills
- Mentorship mindset
Qualifications:
- Bachelor's Degree; CPA/MBA and/or advanced degree preferred
- Prior leadership and management experience in the Finance/Accounting practices
- Minimum of 10 years' experience in progressively senior leadership roles
Why Should You Apply?
- 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 $200,000 to $350,000 (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.
PleasenotethatwedonotprovideimmigrationsponsorshipforthispositionTheDFOisanEqualOpportunity Employer.
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.
