Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office Accounting and Bill Pay, Analyst -Albany
About The Position
Goldman Sachs Family Office (GSFO) is seeking an accountant to help build and scale a private client accounting and payment services offering for ultra-high-net-worth (UHNW) families. The role supports complex family financial affairs involving multiple entities, properties, and specialized assets, and combines technical accounting expertise with an entrepreneurial approach. The service model will use agentic AI technology to deliver accounting and payment services at greater scale and quality. The position provides end-to-end bill payment services, financial reporting, cash management, account reconciliation, client data management, and vendor coordination. It also serves as a key point of contact for clients and coordinates with advisor teams and internal partners to continually evolve the offering. The role is part of Goldman Sachs Private Wealth Management and Goldman Sachs Family Office, which works with Private Wealth Advisors to provide wealth planning and family office services.
Requirements
- Bachelor's degree required, preferably in Accounting, Finance, or a related field.
- Minimum of 3 years of experience in accounting, financial management, or family office operations, with at least 3–6 years focused on UHNW individuals or families, including experience in a private or multi-family office environment.
- Experience with accounting principles, financial reporting, and complex multi-entity accounting, such as trusts, LLCs, LPs, and partnership interests.
- Proficiency with accounting software such as QuickBooks, Intacct, or NetSuite, and/or experience with bill pay platforms.
- Exceptional Excel skills.
- Excellent interpersonal skills and willingness to work in a team-oriented environment.
- Resourcefulness, self-direction, attention to detail, and ability to multitask in a fast-paced environment.
- Must obtain the Securities Industry Essentials (SIE), Series 7, and Series 63 exams within the first 3 months of employment.
Nice To Haves
- ACCA or CPA certification is highly desirable.
- Exposure to investment reporting, alternative assets, or trust/estate accounting.
- Experience with state and federal tax matters is a plus.
Responsibilities
- Deliver comprehensive accounting and payment services, including end-to-end bill payment for UHNW clients and their entities; process invoices, ensure timely payments, and manage vendor relationships.
- Prepare detailed financial reports, statements, cash flow analyses, budgets, and forecasts for UHNW families and their entities, including trusts, LLCs, and partnerships.
- Monitor and coordinate cash management across accounts and entities.
- Maintain and reconcile financial accounts, ensure accuracy, resolve discrepancies, and oversee reconciliation of client data for UHNW families and related entities.
- Facilitate communication between clients, advisor teams, and the Bill Pay team.
- Complete data entry for client record keeping and reporting requirements.
- Coordinate 1099 preparation and mailings with advisor teams.
- Use accounting platforms such as QuickBooks or Sage Intacct to support historical integrations.
- Act as a primary point of contact for client communications about billing and financial matters.
- Manage vendor accounts and coordinate billing and changes with external parties.
- Work with PWM Product, Engineering, Compliance, and Legal to evolve the product offering.
Benefits
- Competitive benefits and wellness offerings.
- May be eligible for a discretionary bonus if an active employee at fiscal year-end.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
