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Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Private Client Accounting and Payment Services Lead, Vice President - Dallas

Goldman Sachs · Dallas, TX · 1 wk ago
AdministrativeFull-time

Job Summary

Goldman Sachs Family Office (GSFO) is seeking a Vice President to lead an innovative private client accounting and payment services offering for our most strategic Ultra-High-Net-Worth (UHNW) clients. The ideal candidate will have a background in accounting and tax advisory, with a passion for building a new business.

Key Responsibilities

  • Lead a team responsible for comprehensive accounting and payment services, leveraging agentic AI technology to deliver this offering at greater scale and quality.
  • Led the implementation of the practice, establishing robust processes, selecting and leveraging cutting-edge technology, and creating scalable systems to support rapid growth and ensure consistent service quality.
  • Recruit, develop, and lead a high-performing team of bill pay and accounting specialists.
  • Foster a culture of excellence, collaboration, continuous learning, and client-centricity.
  • Provide strategic oversight for all aspects of UHNW client financial operations, including end-to-end bill payment, multi-entity accounting, general ledger maintenance, and meticulous reconciliation of bank, brokerage, and credit card accounts.
  • Drive the production of detailed financial reports, statements, cash flow analyses, budgeting, and forecasting tailored to the sophisticated needs of UHNW families and their various entities (e.g., trusts, LLCs, partnerships).
  • Maintain and reconcile all financial accounts, ensuring accuracy and resolving discrepancies.
  • Serve as a primary point of contact for client communications related to billing and financial matters.
  • Liaise effectively with Private Wealth Advisors and external stakeholders, including legal, financial, and other professional advisors.
  • Handle all sensitive financial information with the utmost discretion and confidentiality.
  • Manage and reconcile client data for ultra-high-net-worth families and related entities.
  • Experience with QuickBooks, Sage Intacct or similar platforms to support historical integrations.
  • Experience with state and federal tax matters is a plus.

Qualifications

  • Bachelor's Degree Required, preferably in Accounting, Finance, or a related field.
  • An ACCA/CPA certification is highly desirable.
  • A minimum of 10-15 years of progressive experience in accounting, financial management, or family office operations, with at least 5-7 years focused on UHNW individuals or families, including experience in a private family office or multi-family office environment.
  • Exposure to investment reporting, alternative assets, or trust/estate accounting.
  • Proven experience in designing, building, leading, and scaling an accounting or financial services practice or team, specifically for UHNW clients.
  • Deep expertise in accounting principles, financial reporting, and complex multi-entity accounting (e.g., Trusts, LLCs, LPs, Partnership Interests).
  • Advanced proficiency with accounting software (e.g., QuickBooks, Intacct, NetSuite) and / or experience with bill pay platforms.
  • Exceptional Excel skills.
  • Experience with state and federal tax matters is a plus.
  • Excellent interpersonal skills and a desire to work in a team-oriented environment.
  • Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment.
  • Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment).

About the Role

The Vice President will define the practice's strategy, build a high-performing team, drive operational excellence, and ensure the delivery of precise, timely, and confidential financial management solutions that seamlessly integrate with our clients' broader wealth management objectives. This role requires an entrepreneurial spirit combined with deep technical accounting expertise and a proven ability to innovate and grow a service offering.

Benefits

Goldman Sachs offers a comprehensive benefits package designed to support the health, financial security, and well-being of our employees. This includes a range of health, wellness, and financial benefits, as well as educational assistance and retirement savings options. For more details, please refer to our benefits page: https://www.goldmansachs.com/careers/benefits.

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