CWM, Ayco Personal Financial Management – Tax Policy, Vice President – Albany, NY

Location(s) US-NY-Albany
Job ID
2021-76675
Schedule Type
Full Time
Level
Vice President
Function(s)
General
Region
Americas
Division
Consumer and Wealth Management
Business Unit
Ayco Tax Policy & Research
Employment Type
Employee

MORE ABOUT THIS JOB

Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world 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 consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.

 

AYCO

Goldman Sachs Ayco Personal Financial Management partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce—leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.

RESPONSIBILITIES AND QUALIFICATIONS

Job Summary:

 

The Vice President, TP&R Trust Specialist is responsible for handling the more complex and complicated trust income tax and estate and gift tax planning questions from Ayco Associates, primarily from the Ayco Family Office.

Essential Duties and Responsibilities: 

  1. Keep up-to-date on latest technical tax developments.

  2. Answer the more complicated trust income tax and estate planning questions, as well as general income tax questions as time permits.

  3. Review trust documents for technical accuracy. In addition, review form of ownership/beneficiary designations to ensure dispositive objectives are met.

  4. Participate in client and attorney teleconferences to explain trust and estate planning strategies.

  5. Update technical materials, including client-facing Insight Memo’s and internally-directed Technical Advisory and Training Memos.

  6. Create training materials for on-site training seminars and teleconferences and conduct Advisor training.

  7. Conduct training sessions for various other departments.

 
Qualifications/ Requirements:

  1.  Four years + trust income tax/estate planning experience. JD degree; in addition, CPA designation would be helpful. Existing knowledge base of basic and intermediate level estate and gift tax planning strategies.

  2. Excellent writing/communication skills.

  3. Detail-oriented/organizational skills.

  4. Above average analytical skills.

  5. Team player.

 

ABOUT GOLDMAN SACHS

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



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Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity