Tax and Wealth Advisory Associate

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.