Asset & Wealth Management, Private Wealth Management, Goldman Partner Office, Financial Planner, Associate - Dallas

Goldman SachsDallas, TX

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Overview

Schedule

Full-time

Education

CPA

Career level

Senior-level

Remote

On-site

Benefits

Paid Vacation

Career Development

Health & Wellness Programs

Job Description

JobID: 171728

Category: Associate

JobSchedule:

Posted Date: 2026-07-08T16:06:26+00:00

JobShift:

YOUR IMPACT

Are you an analytical tax professional with a passion for comprehensive wealth and tax planning? 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. Additionally, excellent communication skills, a proactive problem-solving approach, and prioritizing the delivery of best-in-class client service are critical for success in this role.

OUR IMPACT

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Goldman Partner Office (GPO)

GPO provides bespoke and comprehensive financial planning and wealth management services to current and former Partners of Goldman Sachs, and their families.

HOW YOU WILL FULFILL YOUR POTENTIAL

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.
Assist client service teams with tax planning, tax positions and audits.
Analyze and review US Individual Income tax returns (Form 1040) with foreign filings, amendments, and correspondence; respond accurately to communications received from various tax authorities.
Review tax planning strategies, including tax cost projections, tax returns and asset disclosures.
Manage extensive correspondence with internal and external parties to obtain information and communicate about taxes.
Assist client service teams with tax planning, tax positions and audits.

SKILLS & EXPERIENCE WE'RE LOOKING FOR

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.

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis

of race, color, religion, sex, national origin, age, veterans status, disability, or any other

characteristic protected by applicable law.

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FAQs About This Job

What is the work location for this position at Goldman Sachs?

This job at Goldman Sachs is located in Dallas, TX, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Goldman Sachs?

Employer has not shared pay details for this role.

What employment applies to this position at Goldman Sachs?

Goldman Sachs lists this role as a Full-time position.

What experience level is required for this role at Goldman Sachs?

Goldman Sachs is looking for a candidate with "Senior-level" experience level.

What education level is required for this job?

The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.

What benefits are offered by Goldman Sachs for this role?

Goldman Sachs offers following benefits: Paid Vacation, Career Development, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Goldman Sachs?

You can apply for this role at Goldman Sachs either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.