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

Goldman Sachs•Dallas, TX

69d•Onsite

About The Position

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. 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.

Requirements

Bachelor's Degree Required
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)

Nice To Haves

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

Responsibilities

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

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