UHNW Estate Planning & AI Specialist

Goldman Sachs; Dallas (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

Goldman Sachs Family Office seeks an Associate or Vice President to support an innovative, technology-driven estate planning offering for UHNW clients. The role requires strong estate planning knowledge, tax and trust experience, and the ability to work with Attorneys, Accountants, and wealth strategists.

You will collaborate with Private Wealth Advisors and PWM teams to deliver customized reports and scenarios, leveraging AI and data insights to enhance client outcomes.

Qualifications

• Bachelor's Degree required; CPA and/or JD a plus.
• Four+ years of experience in US tax, trust and/or estate advisory, law or pre-law, paralegal studies, estate settlement, or trust administration.

Responsibilities

• Serve as the day-to-day contact for the Digital Estate Planning solution, at the intersection of Wealth Strategy, AI, and Client Service.
• Demonstrate subject matter expertise in estate document reviews, extracting and interpreting key trust provisions and fiduciary law, and modeling wealth strategies.
• Partner with PWM teams to manage the client lifecycle, from onboarding to final client reports.
• Interface with Trustees, Attorneys, Accountants, and other advisors to ensure timely deliverables and value for clients.

Skills

Estate planning

Tax advisory

Trust administration

Legal AI/LLM

Education

Bachelor's degree

CPA/JD is a plus

Job description

Goldman Sachs Family Office seeks an Associate or Vice President to support an innovative, technology-driven estate planning offering for UHNW clients. The role requires strong estate planning knowledge, tax and trust experience, and the ability to work with Attorneys, Accountants, and wealth strategists.

You will collaborate with Private Wealth Advisors and PWM teams to deliver customized reports and scenarios, leveraging AI and data insights to enhance client outcomes.