The Goldman Sachs Group, Inc

Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - Dallas

The Goldman Sachs Group, Inc$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • Graduate degree in financial planning, taxation, or accounting preferred
  • CFPs, CPAs, and CFAs strongly preferred
  • Working knowledge of financial planning and taxation beneficial
  • Exceptional written and verbal communication skills
  • Ownership mindset with proactive approach
  • Proven teamwork experience

Responsibilities

  • Execute tax planning and reviews for high-net-worth families
  • Collaborate with clients and experts for information gathering
  • Prepare extension estimates and tax equalization computations
  • Conduct thorough cash flow analysis
  • Prepare detailed net worth statements
  • Create estate flowcharts and manage wealth transfer processes
  • Coordinate philanthropic giving initiatives

Benefits

  • Comprehensive professional development opportunities
  • Dynamic and supportive team environment
  • Exposure to high-net-worth clientele
  • Involvement in complex financial planning solutions
  • Strong career growth potential within a leading advisory firm
Full Job Description
Job Description

YOUR IMPACT

Are you an analytical client professional with a passion for financial planning? The GPO 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.

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
  • Bachelor's degree required
  • Graduate degree with concentration in financial planning, taxation, accounting, including JDs and MBAs
  • CFPs, CPAs and CFAs strongly preferred
  • 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
  • SIE, Series 6, Series 7 and Series 66 required (must be completed within first 3 months of employment)

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

SEARCH GOLDMAN SACHS JOBS

READ CAREERS BLOG

At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ

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