Job Description
Join to apply for the Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Complex Estate Planner, Vice President - Dallas role at Goldman Sachs
YOUR IMPACT
Goldman Sachs Family Office (GSFO) is in search of a Vice President experienced in complex estate planning to operate in an innovative technology-backed offering for our HNW clients. We are looking for a client-friendly individual with background in U.S. tax, trust and /or estate advisory, who has a passion for detailed estate planning and modelling.
HOW YOU WILL FULFILL YOUR POTENTIAL
Contribute significantly within a dedicated team, delivering cutting-edge estate plan reviews and optimizations, leveraging advanced technology, innovative visualizations, and sophisticated projections to unlock generational wealth opportunities for UHNW clients.
Act as a subject matter expert in document reviews, interpreting key trust provisions and fiduciary law, assessing various tax implications and modeling multi-generational wealth strategies.
Communicating highly complex estate plans and balance sheets, distilling complex information down to essential components and visualizations for clients and other stakeholders.
Transferring knowledge and experience across the scope of wealth transfer, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held entities, charitable structures, and the administration and restructuring of trusts.
Taking ownership for quality assurance, and reporting deadlines being met.
Collaborating in an evolving product offering with other wealth strategy experts across GSFO, other internal stakeholders, and related third parties.
Proactively participating as a leader in a positive, collaborative, and productive team culture to grow junior staff into more senior roles.
Collaborate effectively with internal teams, including wealth advisors, legal, tax, and operations, to deliver integrated solutions and a seamless client experience.
Work closely with Product, Engineering, Compliance and Legal to continuously evolve the product offering.
QUALIFICATIONS
Bachelor's Degree Required.
CPA and/or JD highly preferred; STEP, Tax LLM or other doctorate-level related credentialing is a plus.
Experience in governing document drafting and review across multiple jurisdictions is a plus.
A minimum of seven years of progressive experience as an accountant, attorney or related wealth professional.
Experience working with HNW clients in multi-generational wealth and estate planning strategies, including reviewing, and diagramming advanced estate planning documents.
Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including impact of the Alternative Minimum Tax, as well as experience with state and local tax matters.
Ability to quickly adopt and adapt to new technologies, in particular familiarity with AI, and scenario modelling.
Experience working with clients in structuring and discussing multi-generational wealth and estate planning strategies.
Deep interest in the financial markets and good investment sense/commercial instinct.
Excellent interpersonal skills and a desire to work in a team-oriented environment.
Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment.
Willingness and desire to work in-person in the Dallas office.
Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment).
ABOUT GOLDMAN SAHSK
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond.
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Job Tags
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