Asset & Wealth Management, GS Ayco Tax Policy & Research Tax Specialist, As at Goldman Sachs
Albany, New York, USA -
Full Time


Start Date

Immediate

Expiry Date

28 May, 25

Salary

60000.0

Posted On

28 Feb, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Analytical Skills, Tax Compliance

Industry

Financial Services

Description

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.

QUALIFICATIONS/ REQUIREMENTS:

  • JD degree; Two to three years of experience with federal income tax compliance and planning with higher net worth individuals.
  • Excellent writing/communication skills. Must feel confident with oral advisory and educational responsibilities.
  • Detail-oriented/organizational skills.
  • Excellent analytical skills.
  • Independent learner with continuing desire to develop ongoing expertise in the subject matter.Collaborates well with others when needed.
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Responsibilities
  • Keep up to date on latest legislative, judicial and regulatory technical tax developments of federal and state income, gift and estate law in the context of higher net worth individual taxation. Emphasis is more so on general individual income tax law and planning, but with general understanding of estate and gift planning interaction with federal income tax laws.
  • Field and help answer ongoing GS-Ayco Advisor questions related to client issues with income tax compliance and planning. In addition, develop broader understanding of integrating income tax planning with general estate planning.
  • Provide research support for Tax Policy & Research peers when required.
  • Participate in client and GS-Ayco Advisor teleconferences to help explain technical tax issues and potential planning ideas.
  • Contribute to and update technical educational materials, including client-facing Insight memos and internally directed Technical Advisory and training memos.Contribute to the creation of training materials for on-site training seminars and teleconferences, with eventual duties that may involve leading some training.
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