Job Description

YOUR IMPACT

Are you an analytical client professional with a passion for financial planning?  The GS PFO planning advisory team are experts are delivering complex and customized financial planning solutions, including tax planning and preparation, estate planning, cash flow planning, benefits and compensation planning, risk management and insurance plannings, charitable giving planning etc., to meet the needs of our sophisticated high net worth clientele. We are seeking professionals with an understanding of and interest in financial planning and taxes, who wants to grow in a fast-paced, detail oriented and highly visible client service team. Additionally, strong communication skills, ownership mindset, and prioritizing delivery of best in class client service is critical for success in this role.

OUR IMPACT 

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Goldman Sachs Partner Family Office (GS PFO) provides bespoke and comprehensive financial planning and wealth management services to current and former Partners of Goldman Sachs, and their families.

HOW YOU WILL FULFILL YOUR POTENTIAL

• Execute tax planning, projection and review (US and foreign) of high net worth families, including:
• Working closely with clients and external experts to gather all information required for filings, quarterly and as required.
• Preparing extension estimates  
• Preparing tax equalization computations, etc.
• Conduct cash flow analysis
• Prepare net worth statements
• Create estate flowcharts, wills, execute wealth transfer processes
• Coordinate philanthropic giving, etc.
• Work closely with investment experts to deliver best in class client service

SKILLS & EXPERIENCE WE’RE LOOKING FOR

• Education:
  • Graduate degree with concentration in financial planning, taxation, accounting, including JDs and MBAs
  • CFPs, CPAs and CFAs strongly preferred
  • Licensing SIE, 6, 66, 7 will be required, can be completed post starting with the team 
• Experience:
  • Working knowledge in financial planning, taxation and client service is a bonus
• Skills:
  • Exceptional, polished communication skills (written and verbal), including client communication
  • Ownership mindset, proactivity
  • Proven track record of team orientation
  • Enthusiastic, positive, solution oriented 

Salary Range 

The expected base salary for this New York, New York, United States-based position is $85000-$160000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits 

Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

ABOUT GOLDMAN SACHS

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 by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2023. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity