The Goldman Sachs Group, Inc

Tax, Mutual Fund/ETF Taxation & Reporting, Vice President, New York

The Goldman Sachs Group, Inc • $180K — $220K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Professionally qualified - CPA preferred
  • 8-12 years post-qualification tax experience at a leading firm
  • Knowledge of financial reporting and tax disclosures for registered investment companies
  • Strong understanding of tax treatment for complex securities and derivatives
  • Familiarity with fund level tax compliance and various fund tax structures
  • Excellent communication skills to influence senior stakeholders
  • Ability to manage multiple tasks in a fast-paced environment

Responsibilities

  • Review Subchapter M and Excise tax provisions and tax returns
  • Oversee qualification tests to maintain RIC status
  • Manage the tax provision process in accordance with US GAAP/ASC 740
  • Calculate and distribute excise taxes and capital gain distributions
  • Serve as a key contact for external advisors and accounting firms
  • Liaise with internal stakeholders including portfolio management and compliance teams

Benefits

  • Opportunity to work in a leading global investment firm
  • Engagement with a diverse range of financial products
  • Collaboration with top-tier external service providers
  • Dynamic and fast-paced work environment
  • Professional growth and development opportunities
Full Job Description
An opportunity has arisen in Global Tax for a tax professional to review externally prepared tax returns and global income tax provisions primarily related to investment funds within Goldman Sachs Asset Management. Goldman Sachs is one of the leading investors in alternatives globally, with over $4 trillion in assets under supervision and more than 30 years of experience. The business invests in the full spectrum of regulated and alternatives including private equity, growth equity, private credit, real estate, infrastructure, hedge funds, mutual funds and ETF's. This position will involve significant interaction with Controllers and Global Tax as well as outside service providers (law firms, accounting firms, fund administrators), and will require strong tax and tax accounting knowledge of funds. If you are a self-starter who is excited by the prospect of working in a fast-paced environment, this role will appeal to you. Primary responsibilities • Review Subchapter M and Excise tax provisions, tax returns, and financial statement tax disclosures. • Oversee/Monitor qualification tests (income, asset diversification, and distribution requirements) to maintain RIC status • Manage the tax provision process, including the calculation of investment company taxable income, net capital gains, and deferred tax assets/liabilities in accordance with US GAAP/ASC 740 • Manage the calculation and distribution of excise taxes and capital gain distributions, collaborating closely with fund administrators • Serve as a key point of contact for external advisors and accounting firms • Liaise with various internal stakeholders including portfolio management, fund accounting, legal, and compliance teams, as well as tax colleagues both in the US and EMEA Required qualifications, experience, and skills • Professionally qualified - CPA preferred • 8-12 years post-qualification tax experience at a leading firm • Knowledge of financial reporting requirements, accounting for income taxes, and tax disclosures for registered investment companies • Strong understanding of the tax treatment of complex securities, derivatives, swap agreements, and foreign currency transactions • Knowledge of fund level tax compliance as well as the impact and tax requirements of various fund tax structures • Excellent communication skills with an ability to influence senior business stakeholders and make decisions • Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment • Flexible and able to learn quickly

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

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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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