VP Tax & Wealth Planner for UHNW Clients

Goldman Sachs Group, Inc.

Dallas (TX)

On-site

USD 180,000 - 240,000

Full time

14 days+
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Benefits offered by this job

On-site health centers
On-site child care centers
Adoption stipends
Surrogacy stipends
Egg donation stipends
Egg retrieval stipends

Job summary

Goldman Sachs seeks a Vice President with deep expertise in US federal and state taxes to lead and mentor staff within the Goldman Partner Office planning team. You will deliver complex tax planning, compliance solutions, and efficient client service for high-net-worth clients and partnerships. Strong communication and proactive problem-solving are essential.

The role emphasizes collaboration, driving operational efficiency, and advising on tax positions and audits in a fast-paced environment.

Qualifications

  • Expertise in US Federal (Form 1040) and State taxes with knowledge of overseas filings.
  • Experience in expatriate tax and TEQs for cross-border scenarios.
  • CPA or Enrolled Agent certification is a plus; prior Big 4 or global advisory exposure preferred.

Responsibilities

  • Review US Individual Income tax projections and 1040 filings for Federal/State/local, including extensions and quarterly provisions.
  • Analyze 1040 returns with foreign filings, expat taxation, amendments, and correspondence with tax authorities.
  • Review TEQs, international tax cost projections, foreign tax returns and disclosures.
  • Maintain extensive correspondence with internal and external parties to obtain information and communicate about taxes.
  • Assist client service teams with tax planning, positions and audits.
  • Review tax planning strategies, including cost projections and asset disclosures.

Skills

US Federal tax (Form 1040)
State taxes
Expat tax
CPA/EA certification a plus
Microsoft Office (Word/Excel/Outlook)
Communication skills

Education

CPA/Enrolled Agent certification

Tools

Microsoft Excel
Word
Outlook

Job description

Goldman Sachs seeks a Vice President with deep expertise in US federal and state taxes to lead and mentor staff within the Goldman Partner Office planning team. You will deliver complex tax planning, compliance solutions, and efficient client service for high-net-worth clients and partnerships. Strong communication and proactive problem-solving are essential.

The role emphasizes collaboration, driving operational efficiency, and advising on tax positions and audits in a fast-paced environment.

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