Asset & Wealth Management – Partner Family Office Financial Associate
| Company | Goldman Sachs |
|---|---|
| Location | New York, NY, USA |
| Salary | $85000 – $160000 |
| Type | Full-Time |
| Degrees | MBA, JD |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- Graduate degree with concentration in financial planning, taxation, accounting, including JDs and MBAs
- CFPs, CPAs and CFAs strongly preferred
- Licensing SIE, 6, 66, 7 will be required, can be completed post starting with the team
- Exceptional, polished communication skills (written and verbal), including client communication
- Ownership mindset, proactivity
- Proven track record of team orientation
- Enthusiastic, positive, solution oriented
Responsibilities
- Execute tax planning, projection and review (US and foreign) of high net worth families
- 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.
- Conduct cash flow analysis
- Prepare net worth statements
- Create estate flowcharts, wills, execute wealth transfer processes
- Coordinate philanthropic giving
- Work closely with investment experts to deliver best in class client service
Preferred Qualifications
- Working knowledge in financial planning, taxation and client service is a bonus