Director, Corporate Tax (Partnership)

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 is the guardian of Bridgewater’s financial resources. We seek to drive sustainable shareholder value by controlling, safeguarding, and optimizing the use of the firm’s financial resources. This responsibility is fulfilled by providing strategic partnership, insights, and independent challenges along with the delivery of high-quality financial reporting, forecasting, and analysis while maintaining effective and efficient operational control. To further Finance’s impact, the Chief Financial Officer has launched an aggressive transformation platform to enrich insights, improve reporting, risk and control operations and ultimately developing more intimate, influential relationships with business leaders.

About Your Role

Bridgewater’s Tax Department is looking for a determined and agile Tax Director to join a team of problem solvers who handle tax compliance and reporting matters, support company transactions, and other initiatives and who is seeking to bring transformative ideas for process improvements. The Tax Director will be a key player in the management of tax compliance projects by pairing solid partnership tax fundamentals with project management skills, will be a subject matter expert on the application of partnership tax provisions to Bridgewater initiatives and will actively collaborate with professionals across the firm to ensure Bridgewater is meeting its goals. Do you have a passion for both professional and personal evolution? Join us!

What You’ll Do

• Managing federal, state, and local tax compliance and reporting for the firm’s operating partnership structure and other affiliated entities
• Providing technical expertise, knowledge, and research to address complex partnership tax issues
• Applying Section 704(b)/(c) allocation principles and maintaining partner capital accounts
• Knowledge of Section 754 elections and related Section 743(b) and 734(b) basis adjustments
• Advising on the tax treatment of partner-related transactions, including allocations, redemptions, and transfers
• Driving tax compliance processes by partnering with the tax team and other stakeholders
• Preparing and reviewing tax workpapers and reconciliations, including gathering and validating the underlying financial information and tax adjustments
• Collaborating with third party return preparers and advisors to support tax reporting positions
• Designing and facilitating tax process improvement projects

Minimum Qualifications

• 7-12 years of tax compliance experience with pass-throughs, partnerships, and corporations at the federal, state and local levels
• The highest level of integrity and respect for confidential information
• Strong verbal, written communication, organization skills
• Ability to work both independently and collaboratively in fast paced environments
• 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 anticipated onsite requirement for this role is four days per week at our Westport CT campus.

Compensation

The wage range for this role is $260,000-$360,000, inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 70% - 80% 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