Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financia

Overview

YOUR IMPACT Are you an analytical client professional with a passion for financial planning? The GPO planning advisory team are experts are delivering complex and customized financial planning solutions, including tax planning and preparation, estate planning, cash flow planning, benefits and compensation planning, risk management and insurance plannings, charitable giving planning etc., to meet the needs of our sophisticated high net worth clientele.

We are seeking professionals with an understanding of and interest in financial planning and taxes, who wants to grow in a fast-paced, detail oriented and highly visible client service team. Additionally, strong communication skills, ownership mindset, and prioritizing delivery of best in class client service is critical for success in this role.

• Execute tax planning, projection and review (US and foreign) of high-net-worth families, including:
• Working closely with clients and external experts to gather all information required for filings, quarterly and as required.
• Preparing extension estimates
• Preparing tax equalization computations, etc.
• Conduct cash flow analysis
• Prepare net worth statements
• Create estate flowcharts, wills, execute wealth transfer processes
• Coordinate philanthropic giving, etc.
• Work closely with investment experts to deliver best in class client service

• Bachelor's degree required
• Graduate degree with concentration in financial planning, taxation, accounting, including JDs and MBAs
• CFPs, CPAs and CFAs strongly preferred
• Working knowledge in financial planning, taxation and client service is a bonus
• Skills:
  
  Exceptional, polished communication skills (written and verbal), including client communication
• Ownership mindset, proactivity
• Proven track record of team orientation
• Enthusiastic, positive, solution oriented
• SIE, Series 6, Series 7 and Series 66 required (must be completed within first 3 months of employment)

© The Goldman Sachs Group, Inc., 2025. All rights reserved. Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.