The Goldman Sachs Group, Inc

Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Tax Manager, Vice President - Dallas

The Goldman Sachs Group, Inc$150K — $200K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in tax compliance and planning for high-net-worth individuals.
  • In-depth expertise in US federal and state income tax regulations, particularly Form 1040.
  • Proficiency in expatriate tax and overseas tax filings including foreign asset disclosures.
  • CPA or Enrolled Agent certification preferred but not mandatory.
  • Experience engaging with sophisticated clientele, preferably from Big 4 or global consultancy firms.
  • Strong skills in Microsoft Office Suite, particularly Excel and Word.

Responsibilities

  • Review and analyze US individual income tax projections and filings.
  • Manage communications with multiple tax authorities regarding tax inquiries.
  • Oversee the preparation and review of tax returns with complex foreign components.
  • Drive the implementation of tax planning strategies for high-net-worth clients.
  • Assist client service teams in tax audits and developing tax positions.
  • Mentor and lead junior staff in tax compliance processes and best practices.
  • Ensure operational efficiency within the tax planning team.

Benefits

  • Access to comprehensive professional development opportunities.
  • Opportunity to work in a highly collaborative and fast-paced environment.
  • Engagement with elite clientele and complex financial scenarios.
  • Strong focus on mentoring and career growth within the organization.
Full Job Description
Job Description

YOUR IMPACT

Are you an analytical tax professional with a passion for comprehensive wealth and tax planning? The Goldman Partner Office (GPO) planning team are experts at delivering complex and customized tax compliance and planning solutions, including US individual income tax projections, Form 1040 filings, tax computations, and quarterly provisions, to meet the needs of our sophisticated clientele of current and former Goldman Sachs Partners and their families. We are seeking a Vice President with deep expertise in US federal and state taxes, who wants to lead, mentor junior staff, and drive operational efficiency in a fast-paced, detail-oriented, and highly collaborative team. Additionally, excellent communication skills, a proactive problem-solving approach, and prioritizing the delivery of best-in-class client service are critical for success in this role.

HOW YOU WILL FULFILL YOUR POTENTIAL
  • Review US Individual Income tax projections, income tax organizers, tax computations for advance tax payment, State Estimates, and Extensions for Federal/State/local, and Quarterly Provisions
  • Analyze and review US Individual Income tax returns (Form 1040) with foreign filings, Expat Taxation, amendments, and correspondence; respond accurately to communications received from various tax authorities.
  • Review TEQs and hypothetical tax, international tax cost projections, foreign tax returns and foreign asset disclosures.
  • Extensive correspondence with internal and external parties to obtain information and communicate about taxes.
  • Assist client service teams with tax planning, tax positions and audits.
  • Analyze and review US Individual Income tax returns (Form 1040) with foreign filings, amendments, and correspondence; respond accurately to communications received from various tax authorities.
  • Review tax planning strategies, including tax cost projections, tax returns and asset disclosures.
  • Manage extensive correspondence with internal and external parties to obtain information and communicate about taxes.
  • Assist client service teams with tax planning, tax positions and audits.

SKILLS & EXPERIENCE WE'RE LOOKING FOR
• Expertise in US Federal (Form 1040), State taxes with in-depth knowledge of overseas tax filings.
• Expertise in taxation of worldwide income for foreign countries - Comp sourcing and TEQs.
• CPA/Enrolled Agent certification is a plus.
• Relevant experience in expatriate tax: Big 4, global management consultancy firm, niche consultancy or in-house role with exposure to expat clients.
• Working knowledge of BNA application, Microsoft products including Word, Excel, Windows, PowerPoint, and Outlook.
• Excellent organizational skills, superior written and verbal communication skills.

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.

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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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