CWM, Ayco Personal Financial Management – Gift & Trust Taxation Reviewer, Associate – Albany, NY

Location(s) US-NY-Albany
Job ID
2021-77435
Schedule Type
Full Time
Function(s)
General
Region
Americas
Division
Consumer and Wealth Management
Business Unit
Ayco - National Tax Group
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 & RESPONSIBILITIES

 

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for the financial markets, have the desire to work closely with high net worth individuals and the ability to think outside the box?  Our financial counseling professionals provide proactive financial counseling, full-service implementation, including tax preparation and investments, to address complexities of executives, entrepreneurs and high net worth individuals?  We are seeking professionals with an understanding of the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and enhancing our business.

 

From Ayco.com:

 

Supports clients in tax preparation and dispute resolution; provides targeted advice pertaining to federal and state tax compliance.

 

OUR IMPACT

Goldman Sachs Ayco Financial Counseling (Ayco) 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.

 

HOW YOU WILL FULFILL YOUR POTENTIAL

  • Review complex gift (709) and trust (1041) federal and state tax returns.
  • Manage an array of client returns within rare industries and various locations.
  • Review, analyze, and interpret trust documents and governing instruments.
  • Provide technical advice and support to financial counseling teams on filing requirements that affect tax compliance.
  • Research tax issues and concepts regarding estate planning for our clients.
  • Execute multiple projects at any given time, working as a member of several diverse teams.
  • Ensure quality of tax preparation services is parallel to Ayco's client-focused values.

WHERE WILL YOU MAKE AN IMPACT

Our Goldman Sachs Ayco Financial Counseling (Ayco) business spans the country, with the following locations in the United States: Atlanta (GA), Boston (MA), Canonsburg (PA), Chicago (IL), Cincinnati (OH), Cohoes (NY), Dallas (TX), Deerfield (IL), Irvine (CA), Houston (TX), Latham (NY), Los Angeles (CA), Minneapolis (MN), New York (NY), Parsippany (NJ), Philadelphia (PA), San Francisco (CA), Saratoga Springs (NY), Seattle (WA), Troy (MI), Washington, D.C. (DC) and West Palm Beach (FL)


QUALIFICATIONS

 

SKILLS & EXPERIENCE WE’RE LOOKING FOR

  • Undergraduate or Master's degree with a concentration in Accounting, Tax, or Finance
  • CPA, EA, or JD required
  • Considerable understanding of accounting principles and compliance
  • Ability to deliver in a fast-paced environment with tight deadlines
  • Demonstrated time management and prioritization skills
  • Effective communication and analytical skills
  • Strong computer skills with tax preparation software experience

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



© The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity