What are the responsibilities and job description for the Senior Finance Associate, Tax position at Bridgewater Associates LP?
About Bridgewater
Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors.
Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles.
Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture.
Explore more information about Bridgewater on our websitehere.
Our Culture
Our culture is anchored in excellence, meaning constant improvement, and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday, we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard - it's only possible because we build meaning in our work and relationships. This meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300 Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else.
Explore more information about Bridgewater's culture on our website here.
About the Finance Department
Finance leads Bridgewater's financial strategy and serves as a strategic advisor to businesses across the firm. We partner with leaders to translate strategy into financially sound plans, evaluate growth opportunities, and make informed decisions about how to allocate capital. Our work builds financial resilience and drives long-term shareholder value, supported by rigorous analysis, reporting, and controls. We are also transforming how Finance operates, using AI and automation to deliver faster insights and focus more of our expertise on the decisions that shape the firm's future.
About the role:
Bridgewater's Tax Department is looking for a determined and agile Tax Senior Finance Associate to join a team of problem solvers who handle the compliance and reporting matters described below and who are seeking to bring transformative ideas for process improvements. The Senior Finance Associate will be a key player in the management of tax compliance deadlines and will actively collaborate with senior professionals across the firm to ensure Bridgewater is meetings its goals. Do you have a passion for both professional and personal evolution? Join us!
Responsibilities Include:
- Managing and reviewing federal, state, and local tax compliance and related reporting
- Providing technical expertise, knowledge, and research to address complex tax issues
- Preparing and reviewing tax accounting
- Collaborating with third-party return preparers
- Gathering financial information and building work papers for tax reporting
- Maintaining the firm's relationships with outside tax advisors
- Designing and facilitating tax projects
Position Requirements:
- 5-8 years of tax compliance experience with pass-throughs, partnerships, and corporations at the federal, state and local levels, and with ASC 740
- The highest level of integrity and respect for confidential information
- Strong verbal and written communication skills
- Ability to work both independently and collaboratively
- Ability to communicate complex tax matters to non-technical audiences
- Proficiency with MS Office, including advanced Excel skills
- Bachelor's Degree required, CPA and/or JD preferred
Physical Requirements
The onsite requirement for this role is four days per week at our Westport, CT campus.
Compensation
The wage range for this role is $180,000 - $270,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 80% - 90% of this wage range.
Why Choose Bridgewater?
It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential.
One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here.
Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations.
This job description is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this job description, including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position.
Bridgewater Associates, LP is an Equal Opportunity Employer
Salary : $180,000 - $270,000