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Tax and Wealth Advisory Associate

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

View more

Job Role
Wealth Management
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred
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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: iharvey@bridgewateradv.com

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

 

Company

Industry recognized, independent, fee-only wealth management firm located in midtown Manhattan.
Find Us
Telephone
2122215300
Location
600 Fifth Avenue, 26Th Floor
New York
NY
10020
US
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