Goldman Sachs · 2 days ago
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Complex Estate Planner, Vice President - Dallas
Dallas, TX
Full-time
Onsite
Mid, Senior Level
7+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm, and they are seeking a Vice President experienced in complex estate planning for their Family Office. The role involves delivering innovative estate planning solutions for high net worth clients, leveraging advanced technology and collaborating with various internal teams to provide integrated wealth management services.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Contribute significantly within a dedicated team, delivering cutting-edge estate plan reviews and optimizations, leveraging advanced technology, innovative visualizations, and sophisticated projections to unlock generational wealth opportunities for UHNW clients
Act as a subject matter expert in document reviews, interpreting key trust provisions and fiduciary law, assessing various tax implications and modeling multi-generational wealth strategies
Communicating highly complex estate plans and balance sheets, distilling complex information down to essential components and visualizations for clients and other stakeholders
Transferring knowledge and experience across the scope of wealth transfer, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held entities, charitable structures, and the administration and restructuring of trusts
Taking ownership for quality assurance, and reporting deadlines being met
Collaborating in an evolving product offering with other wealth strategy experts across GSFO, other internal stakeholders, and related third parties
Proactively participating as a leader in a positive, collaborative, and productive team culture to grow junior staff into more senior roles
Collaborate effectively with internal teams, including wealth advisors, legal, tax, and operations, to deliver integrated solutions and a seamless client experience
Work closely with Product, Engineering, Compliance and Legal to continuously evolve the product offering
Qualification
Required
Bachelor's Degree Required
A minimum of seven years of progressive experience as an accountant, attorney or related wealth professional
Experience working with HNW clients in multi-generational wealth and estate planning strategies, including reviewing, and diagramming advanced estate planning documents
Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including impact of the Alternative Minimum Tax, as well as experience with state and local tax matters
Ability to quickly adopt and adapt to new technologies, in particular familiarity with AI, and scenario modelling
Deep interest in the financial markets and good investment sense/commercial instinct
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
Willingness and desire to work in-person in the Dallas office
Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment)
Preferred
CPA and/or JD highly preferred; STEP, Tax LLM or other doctorate-level related credentialing is a plus
Experience in governing document drafting and review across multiple jurisdictions is a plus
Experience working with clients in structuring and discussing multi-generational wealth and estate planning strategies
Benefits
Training and development opportunities
Firmwide networks
Benefits
Wellness and personal finance offerings
Mindfulness programs
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
10001+ employees
H1B Sponsorship
Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1719)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2025-12-31
2025-12-30
2025-12-30
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