Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Tax Manager, Vice

YOUR IMPACT

Are you an analytical tax professional with a passion for comprehensive wealth and tax planning? The Goldman Partner Office (GPO) planning team are experts at delivering complex and customized tax compliance and planning solutions, including US individual income tax projections, Form 1040 filings, tax computations, and quarterly provisions, to meet the needs of our sophisticated clientele of current and former Goldman Sachs Partners and their families.

We are seeking a Vice President with deep expertise in US federal and state taxes, who wants to lead, mentor junior staff, and drive operational efficiency in a fast‑paced, detail‑oriented, and highly collaborative team. Additionally, excellent communication skills, a proactive problem‑solving approach, and prioritizing the delivery of best‑in‑class client service are critical for success in this role.

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.

GPO provides bespoke and comprehensive financial planning and wealth management services to current and former Partners of Goldman Sachs, and their families.

• Review US Individual Income tax projections, income tax organizers, tax computations for advance tax payment, state estimates, and extensions for federal, state and local, and quarterly provisions.
• Analyze and review US Individual Income tax returns (Form 1040) with foreign filings, expat taxation, amendments, and correspondence; respond accurately to communications received from various tax authorities.
• Review TEQs and hypothetical tax, international tax cost projections, foreign tax returns and foreign asset disclosures.
• Extensive correspondence with internal and external parties to obtain information and communicate about taxes.
• Assist client service teams with tax planning, tax positions and audits.

• Expertise in US federal (Form 1040), state taxes with in‑depth knowledge of overseas tax filings.
• Expertise in taxation of worldwide income for foreign countries – comp sourcing and TEQs.
• CPA or Enrolled Agent certification is a plus.
• Relevant experience in expatriate tax from Big 4, global management consultancy firm, niche consultancy or in‑house role with exposure to expat clients.
• Working knowledge of BNA application, Microsoft products including Word, Excel, Windows, PowerPoint and Outlook.
• Excellent organizational skills, superior written and verbal communication skills.

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from training and development opportunities and firm‑wide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veteran’s status, disability or any other characteristic protected by applicable law.