AWM-Wealth Advisory Services-Tax Policy & Research-Associate-Albany
$60k - $100kThe Goldman Sachs Group
Join Goldman Sachs' esteemed Tax Policy & Research (TP&R) Group as an Associate, Individual Tax Specialist, where you will be at the forefront of delivering sophisticated tax counsel to ultra-high-net-worth individuals. This pivotal role offers a unique opportunity to apply your expertise in federal and state income, gift, and estate tax law, translating complex regulations into actionable strategies that safeguard and enhance our clients' financial legacies. You will be instrumental in shaping the financial futures of our firm's most strategic clients by providing unparalleled financial counsel and bespoke implementation services.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Strategic Tax Intelligence & Foresight: Proactively monitor, deconstruct, and interpret the latest legislative, judicial, and regulatory developments in federal and state income, gift, and estate tax law. Develop a nuanced understanding of their implications for high-net-worth individuals, with a primary emphasis on income tax planning and its intricate interplay with broader estate and gift planning strategies.
- Expert Advisory & Client Solutions: Serve as a critical resource for Goldman Sachs-Ayco Advisors, providing timely, precise, and authoritative guidance on complex client issues related to income tax compliance and strategic planning. Participate in high-stakes client and advisor teleconferences, effectively articulating intricate tax concepts and proposing innovative, bespoke planning solutions tailored to individual client needs.
- Intellectual Capital & Thought Leadership: Contribute significantly to the firm's intellectual capital by developing and updating premier educational materials, including client-facing "Insight" memos and internally directed Technical Advisory and training memos. Play a key role in creating and potentially leading training seminars and teleconferences, elevating the tax proficiency of our financial advisors and internal teams.
- Collaborative Research & Support: Provide essential research support to Tax Policy & Research peers, fostering a collaborative environment dedicated to comprehensive tax analysis and strategic problem-solving across the group.
QUALIFICATIONS & EXPERTISE WE'RE LOOKING FOR
We are seeking a highly analytical and articulate professional with a deep passion for tax law and its application to complex wealth management scenarios. The ideal candidate will be a proactive, detail-oriented individual with exceptional communication skills, poised to make a significant impact on our client relationships and strategic objectives.
- Academic Foundation: Possess a Juris Doctor (JD) degree from an accredited institution, providing a robust legal framework essential for sophisticated tax analysis.
- Specialized Experience: Bring 2-3 years of progressive, hands-on experience in federal income tax compliance and planning, specifically with high-net-worth individuals, demonstrating a practical understanding of sophisticated tax strategies and their application.
- Exceptional Communication & Advisory Skills: Exhibit superior written and verbal communication skills, coupled with the confidence and clarity required for effective oral advisory and educational responsibilities in high-stakes environments.
- Analytical Acumen: Demonstrate excellent analytical skills, capable of deconstructing complex tax statutes, identifying their underlying implications, and applying them to diverse and intricate client scenarios.
- Detail-Oriented & Organized: Possess meticulous attention to detail and strong organizational skills, ensuring accuracy, precision, and efficiency in all deliverables and client interactions.
- Continuous Learner & Proactive: Be an independent and proactive learner with an unwavering desire to continuously develop and maintain expertise in the rapidly evolving tax landscape, staying at the forefront of industry changes.
- Collaborative Team Player: Proven ability to collaborate effectively within a team environment, contributing to shared goals, leveraging collective expertise, and fostering a supportive and productive work culture.
ABOUT GOLDMAN SACHS
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 our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:
The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Salary Range
The expected base salary for this Albany, New York, United States-based position is $60000-$100000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.- AWM, GS Ayco, Head of Wealth Strategies Group, Managing Director- Albany location_on Albany, NY, United States... ...to corporate policies and procedures... ...Goldman Sachs wealth advisory businesses... ...securities, advisory, tax, or insurance... .... Health Services We offer a medical...PolicyTaxFull timeTemporary workWork at office
$55k - $75k
AWM-GS Ayco-Wealth Strategies Group-Insurance Product-Analyst-Albany location_on Albany, New York, United... ...counseling, full‑service implementation, including tax preparation and... ...Partner with marketing associates to determine... ...vacation policies based on employee...PolicyTaxFull timeTemporary workWork at office$50k - $72k
AWM-GS Ayco-Wealth Strategies Group-Life New Business Insurance-Analyst-Albany location_on Albany, New York, United States YOUR... ...counseling, full-service implementation, including tax preparation and investments... ...products while adhering to all policies and procedures including...PolicyTaxFull timeTemporary workWork at officeFlexible hours$45k - $65k
...alternative application process. Wealth Management - Trust Administrator (Albany, NY) 5 days ago... ...a group of Financial Service clients. Performs according... ...regulations and Bank policies and procedures as they pertain... ...balances, estimates taxes, and works with investment...PolicyTaxFull timeApprenticeshipWork at officeMonday to FridayWeekend workAfternoon shift$80k - $250k
Albany, New York, United States Job Description YOUR IMPACT Are... ...closely with top fiduciary, tax and wealth management professionals,... ...communication skills, and client service are essential to maintaining... ...offer competitive vacation policies based on employee level and...PolicyTaxFull timeWork at office- Asset & Wealth Management, Private Family Office... ...Payroll Analyst - Albany Albany, New York,... ...and full-service implementation to... ...investment review, income tax preparation and... ...data entry tasks associated with client record... ...competitive vacation policies based on employee...PolicyTaxFull timeWork at office
$80k - $250k
...Estate Settlement Services Advisor Are you a legal expert with a... ...actionable strategies? Goldman Sachs Wealth Management is seeking a highly... ...'s fiduciary, legal, and tax advisors. As an Estate... ...expected base salary for this Albany, NY, United States-based position...Tax$90.3k - $165.4k
...global financial services marketplace and the... ...Capital Markets, Wealth and Asset Management... ...dedicated tax technical services... ...tax returns, tax research, tax accounting and... ...compliance and/or advisory services. Responsibilities... ...flexible vacation policy, you'll decide how...PolicyTaxSummer holidayFlexible hours$76k - $125.3k
...serving the global financial services marketplace and the... ...and Capital Markets, Wealth and Asset Management and... ...providing dedicated tax technical services to both... ...solutions via research and/or position development... ...our flexible vacation policy, you’ll decide how much...PolicyTaxSummer holidayWork at officeLocal areaFlexible hours$85k - $105k
...Wealth Planner Cerity Partners is one of... ...country, and our Albany family office practice... ...of family office services, including:... ...Financial planning Tax strategy Investment... ...and family office advisory Actively... ...~ Flexible PTO policy ~ Parental Leave...PolicyTaxWork at officeLocal areaFlexible hours$20 per hour
...currently hiring for Customer Service Representatives to join our New... ...10 days of onsite training in Albany, NY with opportunity to work... ...with all performance standards, policy and procedures, and protocols... ...telephone including building tax household, household income, eligibility...PolicyTaxMinimum wageContract workTemporary workWork experience placementCurrently hiringWork at officeRemote workHome office$76k - $125.3k
...in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice... ...and specialized tax assistance tailored to the unique... ...developing recommended solutions via research and/or position development... ...Under our flexible vacation policy, you’ll decide how much...PolicyTaxSummer holidayWork at officeLocal areaFlexible hours$70k - $80k
Client Service Associate page is loaded## Client Service... ...Hybridlocations: Albany Officetime type:... ...performance reporting to tax and planning... ...learning and using a wealth management... ...match* Flexible PTO policy* Parental Leave* Financial... ...financial advisory firms. We serve high...PolicyTaxTemporary workWork at officeLocal areaFlexible hours$60k - $100k
A leading global investment firm in Albany, NY, seeks an Associate, Individual Tax Specialist, to provide sophisticated tax counsel to ultra-high-net-worth individuals. As an integral part of the Tax Policy & Research Group, you will analyze tax laws, advise clients on...PolicyTax- ...Anesthesiology position at Albany, NY. This is a hospital... ...operations, staff, policies, and quality improvement... ...plan. ~ Public Service Loan Forgiveness eligibility... ...great skiing. It offers a wealth of cultural offerings... ...homes and reasonable taxes. Higher education opportunities...PolicyTaxRelocation package
$60k - $100k
Asset & Wealth Management, Private Wealth Management... ...and Bill Pay, Associate - Albany Albany, New York, United... ...accounting and payment services offering for our most... ...in accounting and tax advisory, who has a passion for... ...competitive vacation policies based on employee level...PolicyTaxFull timeTemporary workPart timeWork at office- Albany, New York, United States About the program Our Summer... ...the division Asset & Wealth Management (AWM) offers students an unparalleled... ...strategic investment and advisory services. With over $3 trillion in... ...competitive vacation policies based on employee level and...PolicyFull timeApprenticeshipSummer workSummer internshipWork at office
$145.75k
...Department of Financial Services seeks to build... ...regulation and policy, and... ...by conducting research, developing and... ...Substitutions: An associate degree may substitute... ...management; wealth management,... ...related income tax savings vehicles... ...City Albany State...PolicyTaxPermanent employmentFull timeTemporary workWork at officeLocal area$102.1k - $187k
...build a better working world. Tax Services Manager - Financial Services... ...Banking and Capital Markets, Wealth and Asset Management,... ...opportunity Our Business Tax Advisory practice gives you the opportunity... ...current state of clients' policies, procedures and systems and write...PolicyTaxSummer holidayWork at officeRemote workFlexible hours$76k - $125.3k
...technically demanding tax planning and compliance... ...functional teaming focusing on service delivery for our... ...and Private equity K-1s Researching tax issues with a team... ...of estate and wealth planning Experience with... ...our flexible vacation policy, you’ll decide how much...PolicyTaxWork experience placementSummer holidayLocal areaFlexible hours- ...at one of the worlds top tax firms. Enjoy a collaborative... ...seeking a Senior Associate to join our Business Tax Services practice. Responsibilities... ...tax compliance and advisory services to corporations... ...abilities to adhere to company policies, exercise sound judgment,...PolicyTaxLocal area
$125k - $175k
...Tax Director (Wealth Management) Albany, New York, United States $ 125,000.00 - 175,000.00 (US Dollar)... ...Lead and manage the firm's tax advisory services for high-net-worth clients Oversee... ...and estate and gift tax matters Research and communicate updates on tax...TaxRemote workFlexible hours$55k - $75k
...Office provides accounting services for Family Office... ...is required. OUR IMPACT Wealth Management Across Wealth... ...investment review, income tax preparation and... ...Complete data entry tasks associated with client record keeping... ...base salary for this Albany, New York, United States...TaxFull timeTemporary workPart timeWork at office$120k - $127k
...Healthcare Association of New York... ...("HANYS")'s policy to not discriminate... ...Forces service medal veteran... ...investment advisory services, encompassing... ...and similar tax-exempt... .... Research and evaluate... ...individuals (private wealth services)... ...near Albany and represent...PolicyTaxApprenticeshipWork at officeRemote work$103.6k - $189.9k
...build a better working world. Tax - Global Compliance & Reporting Insurance - Financial Services Organization The opportunity... ...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...Under our flexible vacation policy, you'll decide how much vacation...PolicyTaxSummer holidayLocal areaFlexible hours$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...to 20% A career in our Financial Services Tax practice, within Corporate Tax... ...as set forth within the following policy: Learn more about how we work:...PolicyTaxFull timeH1bLocal areaOverseas- ...Settlement Officer VP in Wealth Management Solutions, Trust & Estates... ...retirement products and services, brokerage and banking services... ...coordination with investments, tax and operations. Interpret and... ...event consistent with applicable policies and procedures. Oversee...PolicyTax
- ...career, KPMG provides audit, tax and advisory services for organizations in today'... ...is currently seeking an Associate Director, Senior Service Designer... ...lifecycle, from leading research and opportunity... ...abilities to adhere to company policies, exercise sound judgment, effectively...PolicyTaxH1bLocal area
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...to 20% A career in our Financial Services Tax practice, within Corporate Tax... ...as set forth within the following policy: Learn more about how we work:...PolicyTaxFull timeH1bLocal areaOverseas$75.24k - $175.95k
...great place to work and build a career, KPMG provides audit, tax and advisory services for organizations in today's most important industries.... ...listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and...PolicyTaxH1bWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to AWM-Wealth Advisory Services-Tax Policy & Research-Associate-Albany. Be the first to apply!
- service consultant Albany, NY
- card services specialist Albany, NY
- environmental services attendant Albany, NY
- office service associate Albany, NY
- information technology and services consultant Albany, NY
- veterans service officer Albany, NY
- guest services associate Albany, NY
- site services specialist Albany, NY
- staff services manager Albany, NY
- service worker Albany, NY

