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Tax and Wealth Advisory Associate

Bridgewater Advisors Inc.
New York City, New York
Competitive salary based on industry standards and experience
Closing date
Oct 7, 2022

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Job Role
Wealth Management
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
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Job Details

Job Summary – Tax and Wealth Advisory Associate

Serve as a key member of the Tax Team assisting in the preparation of tax returns and creation of tax-projections.  In addition, serve as a client-facing associate for our wealth advisory services. 

Duties and Responsibilities

  • Participate on our Tax Team throughout the year in preparation of both tax returns and tax projections
  • Support Advisors with day-to-day wealth advisory responsibilities, with the goal to be responsible for as many facets of the relationship as possible
  • Ensure clients receive swift and thoughtful attention to any ad hoc requests
  • Actively serve on firm committees to help shape direction of the firm; take responsibility for projects of interest/necessity
  • Strive to become better educated and qualified through acquisition of further designations and credentials (CFP®, CFA, CPA, Enrolled Agent, etc.) and daily interaction with other firm team members
  • Tax preparation may be up to 40% of time, on average.

The Associate position requires the following qualifications:

  • Pursuit of, or already obtained, CPA or EA designations
  • Tax preparation experience 
  • Experience with CCH Axcess a plus
  • Strong written and verbal communication skills
  • Detail-oriented, accurate, organized, able to set priorities and multitask
  • Desire and ability to work successfully in a small company environment
  • Collaborative team player
  • Strong proficiency with Excel
  • Demonstrated commitment to the wealth management profession
  • Bachelor’s degree required
  • Experience with Charles Schwab & Company and/or Fidelity documentation and account maintenance a plus
  • Experience with Junxure CRM, Tamarac, and eMoney a plus

Salary and Benefits

  • Competitive salary based on industry standards and experience
  • Incentive compensation
  • Health, vision, dental, life, and long-term disability insurance coverage
  • Retirement plan - Traditional and Roth options
  • Support for professional accreditation requirements and other education/training opportunities

Resume and cover letter to:

Bridgewater Advisors, Inc. is an established, independent, fee-only, wealth management firm located in midtown Manhattan. 



Industry recognized, independent, fee-only wealth management firm located in midtown Manhattan.
Find Us
600 Fifth Avenue, 26Th Floor
New York
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