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 website here.

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