Asset & Wealth Management, Private Wealth Management, Goldman Partner Office Planning, Financial Planner, Associate - New York

About the role

The GS PFO planning advisory team delivers complex and customized financial planning solutions, including tax planning and preparation, estate planning, cash flow planning, benefits and compensation planning, risk management and insurance planning, charitable giving planning, 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 want to grow in a fast-paced, detail-oriented, and highly visible client service team.

Responsibilities

• 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.
• Conducting cash flow analysis.
• Creating net worth statements.
• Creating estate flowcharts, wills, executing wealth transfer processes.
• Cooking philanthropic giving, etc.
• Working closely with investment experts to deliver best-in-class client service.

Requirements

• Bachelor's degree required.
• 3-5 years of experience in financial planning and/or personal income tax/accounting.
• 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).

About Goldman Sachs

We are a leading global investment banking, securities, and investment management firm. Founded in 1869, we 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.

Our Impact

At Goldman Sachs, 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.

Salary Range

The expected base salary for this New York, New York, United States-based position is $80,000 - $160,000.

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.