Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Financial Planner, Ass
Goldman Sachs Group, Inc.
Job Description 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. OUR IMPACT 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. Goldman Partner Office (GPO) GPO provides bespoke and comprehensive financial planning and wealthmanagementservicestocurrentand former Partners of Goldman Sachs, and their families. HOW YOU WILL FULFILL YOUR POTENTIAL Review US Individual Income tax projections, income tax organizers, tax computations for advance tax payment, State Estimates, and Extensions for Federal/State/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. Analyze and review US Individual Income tax returns (Form 1040) with foreign filings, amendments, and correspondence; respond accurately to communications received from various tax authorities. Review tax planning strategies, including tax cost projections, tax returns and asset disclosures. Manage 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. SKILLS & EXPERIENCE WE'RE LOOKING FOR 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/Enrolled Agent certification is a plus. Relevant experience in expatriate tax: 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. 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. 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. Job Info Job Identification 171728 Job Category Associate Posting Date 07/08/2026, 04:06 PM Locations Dallas, TX, United States Healthcare & Medical Services 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 We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year. Financial Wellness & Retirement We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities. Health We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices. Fitness To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount). Benefits at Goldman Sachs We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available. Read more about the full suite of class-leading benefits our firm has to offer. Learn More #J-18808-Ljbffr Goldman Sachs Group, Inc.
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