Estate & Tax Planning Legal Counsel

Estate and Tax Planning Sr. Legal Counsel

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.

Estate and Tax Planning Pillar Overview:

The Estate and Tax Planning (ETP) Pillar is responsible for delivering innovative solutions to help the Dalio family achieve their financial, philanthropic, and personal goals. ETP is a cross-disciplinary pillar whose initiatives frequently involve partnership with internal Trust, Investment, Finance, Legal, and other pillars as well as with external counsel and advisors.

Position Summary:

Our Estate and Tax Planning Pillar is seeking an Attorney to support the design and implementation of estate and tax planning strategies including best in class estate plans. The Legal Associate will manage a diverse portfolio of planning projects and work closely with the Pillar Head on tax and planning matters.

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

Work closely with the Pillar Head to develop and implement sophisticated estate and tax planning strategies for family members, trusts and other related entities

Liaise with outside counsel and other external advisors to develop and implement a diverse portfolio of estate and tax planning projects, including:

Preparing project charters, managing risk and providing regular status updates to Pillar leadership and stakeholders

Review documents prepared by outside counsel to ensure accuracy and alignment with client goals

Manage budgeting and related spend along with ensuring engagement letters are fully executed in coordination with Legal Pillar

Drive the implementation of ETP strategies across various other pillars in the organization

Ensure that each family member has executed estate planning documents that are regularly updated

Lead the administration of any estate planning strategies, such as annual gifts, GRATs and other wealth transfer techniques, and the administration of any estates, including coordination with Trust pillar, trustees, CPAs, attorneys and financial advisors

Manage the planning needed to incorporate life events, including births and marriages

Serve on cross-disciplinary teams for special projects, bridging tax planning, tax compliance, finance and accounting, and other business considerations

Manage library of summaries of significant estate documents, entities or related structures

Monitor changes in relevant laws and regulations; advise internal teams of potential impact and strategic changes needed to respond to changes

Apply for this role if you:

Are inquisitive and proactive in identifying legal issues risks and proposing creative and effective solutions which effectively balance risk

Have excellent interpersonal and communication skills; ability to work independently and meet tight deadlines in a fast-paced, dynamic and demanding environment

Are comfortable with ambiguity, articulate with explanations, and not afraid to call balls and strikes

Have a high level of integrity, discretion, and professionalism

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:

D. from an accredited law school and admitted to practice law in one or more states and in good standing

At least 7 years of experience in sophisticated estate and tax planning, including strategy for ultra-high net worth individuals, gained in a law firm and/or related environment

Strong understanding of estate, gift and income tax principles, trust law, and entity structures

Experience drafting complex wills and trusts, preparation of client presentations, tax calculations and analysis and administration of estates from probate through closing

Ability to understand complex legal frameworks, synthesize them for clients and recommend resulting planning strategies

Exposure to cross-border planning preferred

Effective at managing outside counsel, including specialized and highly sophisticated providers

Strong project management experience providing oversight and management of multiple medium-sized projects; critical thinking; strong organizational and prioritization skills

Collaborative and adaptable team player with…