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

About the role

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.

Responsibilities

• 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
• Aid client service teams with tax planning, tax positions and audits

Requirements

• 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

Qualifications

We're looking for someone with a minimum of 5 years of relevant experience in tax planning and compliance, preferably in a corporate or professional services environment. A bachelor's degree in accounting, finance, or a related field is required. CPA/Enrolled Agent certification is a plus.

Skills

• Strong analytical and problem-solving skills
• Excellent communication skills, both written and verbal
• Ability to manage multiple tasks and prioritize effectively
• Experience with Microsoft Office Suite and familiarity with BNA application

Benefits

At Goldman Sachs, we offer competitive compensation and benefits packages that include:

• Health insurance
• Retirement plans
• Flexible work arrangements
• Professional development opportunities

Pay

Competitive salary commensurate with experience.

Schedule

This is a full-time position.