Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Private Client Accounting and Payment Services Lead, Vice President - Dallas

Goldman Sachs • Dallas, TX

9d

About The Position

Goldman Sachs Family Office (GSFO) is seeking a Vice President to lead an innovative private client accounting and payment services offering for its most strategic Ultra-High-Net-Worth (UHNW) clients. This role requires a client-friendly individual with a background in accounting and tax advisory, who is passionate about building a new business. The accomplished practice lead will implement and lead a new comprehensive private client accounting and payment services offering tailored for UHNW families. This leadership role is paramount to establishing and scaling a best-in-class service model that addresses the intricate financial affairs of complex family structures, often involving multiple entities, properties, and specialized assets. The successful candidate will define the practice's strategy, build a high-performing team, drive operational excellence, and ensure the delivery of precise, timely, and confidential financial management solutions that seamlessly integrate with our clients' broader wealth management objectives. This role requires an entrepreneurial spirit combined with deep technical accounting expertise and a proven ability to innovate and grow a service offering.

Requirements

• Bachelor's Degree Required, preferably in Accounting, Finance, or a related field.
• An ACCA/CPA certification is highly desirable.
• A minimum of 10-15 years of progressive experience in accounting, financial management, or family office operations.
• At least 5-7 years focused on UHNW individuals or families, including experience in a private family office or multi-family office environment.
• Exposure to investment reporting, alternative assets, or trust/estate accounting.
• Proven experience in designing, building, leading, and scaling an accounting or financial services practice or team, specifically for UHNW clients.
• Deep expertise in accounting principles, financial reporting, and complex multi-entity accounting (e.g., Trusts, LLCs, LPs, Partnership Interests).
• Advanced proficiency with accounting software (e.g., QuickBooks, Intacct, NetSuite) and / or experience with bill pay platforms.
• Exceptional Excel skills.
• Experience with state and federal tax matters is a plus.
• Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client’s wealth planning.
• 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.
• Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment).

Nice To Haves

• An ACCA/CPA certification is highly desirable.
• Experience with state and federal tax matters is a plus.

Responsibilities

• Lead a team responsible for comprehensive accounting and payment services, leveraging agentic AI technology to deliver this offering at greater scale and quality.
• Manage the end-to-end bill payment process for UHNW clients and their entities, processing invoices, ensuring timely payments, and managing vendor relationships.
• Lead the implementation of the practice, establishing robust processes, selecting and leveraging cutting-edge technology, and creating scalable systems to support rapid growth and ensure consistent service quality.
• Recruit, develop, and lead a high-performing team of bill pay and accounting specialists, fostering a culture of excellence, collaboration, continuous learning, and client-centricity.
• Provide strategic oversight for all aspects of UHNW client financial operations, including end-to-end bill payment, multi-entity accounting, general ledger maintenance, and meticulous reconciliation of bank, brokerage, and credit card accounts.
• Drive the production of detailed financial reports, statements, cash flow analyses, budgeting, and forecasting tailored to the sophisticated needs of UHNW families and their various entities (e.g., trusts, LLCs, partnerships).
• Monitor and coordinate cash management across various accounts and entities.
• Maintain and reconcile all financial accounts, ensuring accuracy and resolving discrepancies.
• Oversee the management and reconciliation of client data for ultra-high-net-worth families and related entities.
• Support historical integrations using deep understanding of QuickBooks, Sage Intacct or similar platforms.
• Serve as a primary point of contact for client communications related to billing and financial matters.
• Liaise effectively with Private Wealth Advisors and external stakeholders, including legal, financial, and other professional advisors.
• Provide guidance and mentorship to junior staff, overseeing their work and ensuring accuracy of records.
• Handle all sensitive financial information with the utmost discretion and confidentiality.
• Maintain vendor relationships, manage vendor accounts, and coordinate billing and changes with external parties.
• Work with PWM Product, Engineering, Compliance and Legal to continuously evolve the product offering.

Benefits

• Valuable and competitive benefits and wellness offerings.
• Generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level