Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Complex Estate Planner, Vice President - Dallas

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.

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.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Goldman Sachs Family Office (GSFO) works in coordination with Private Wealth Advisors to develop strong ties with clients to deliver a full suite of wealth planning and family office services.

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 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

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