Goldman Sachs, Inc.
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Compan
Goldman Sachs, Inc., Houston, Texas, United States, 77246
Job Description
Goldman Sachs Family Office is in search of a Vice President to develop innovative wealth planning strategies and provide family office services to assist clients in meeting their income tax, estate tax, philanthropic and financial planning goals. We are looking for a hard‑working, client‑friendly individual with a background in tax, trust and/or estate advisory.
Your Impact As a senior subject matter expert you will assist high‑net‑worth clients from an income, trust and estate, and tax planning perspective. You will advise on wealth transmission, tax‑efficient estate structures, lifetime gifting strategies, business transfers, charitable giving, trust administration, asset protection, philanthropic goals, and financial goal planning. You will interface with trustees, attorneys, accountants and other advisors and present internal educational seminars to Private Wealth Management teams.
Our Impact Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers worldwide 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, family offices, foundations, endowments, corporations and their employees.
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management specializes in creating comprehensive wealth plans for high‑net‑worth individuals and families, as well as select institutions. PWM teams work one‑on‑one with clients to advise and deliver customized strategies drawn from our deep investment experience and global reach.
Goldman Sachs Family Office (GSFO) GSFO works in coordination with Private Wealth Advisors to develop strong ties with clients and deliver a full suite of wealth planning and family office services.
How You Will Fulfill Your Potential
Act as a senior subject matter expert in assisting high net worth clients from an income, trust and estate and tax planning perspective.
Advise individuals and families on all aspects of the transmission of wealth, including tax‑efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, charitable giving and the administration and restructuring of trusts.
Counsel clients on asset protection techniques and implementation.
Interface with trustees, attorneys, accountants and other advisors regarding private clients’ wealth planning.
Develop philanthropic goals and implement related structures (e.g., DAF, private foundations).
Formalize financial goals and execute a plan to achieve those goals.
Present internal educational seminars to Private Wealth Management teams.
Experience & Skills We’re Looking For
Bachelor’s Degree required; CPA and/or JD highly preferred.
Extensive experience working with clients in structuring multi‑generational wealth and estate planning strategies.
Technical expertise in U.S. tax legislation and the tax implications of investment portfolios, estate planning entities, philanthropic entities and related business activities, including the Alternative Minimum Tax.
Strong income tax planning expertise.
Experience with state and local tax matters for the southern state jurisdictions is preferable.
Experience working with both private company owners and executives of public companies is a plus.
Strong background in advising on the implementation of asset protection techniques.
Experience interfacing with trustees, attorneys, accountants and other advisors regarding private client wealth planning.
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.
Experience presenting to internal and external audiences.
Ability to build consensus and facilitate decision‑making among families.
Experience in structuring and managing family office entities is a plus.
Ability to work in a fast‑paced environment and think clearly under pressure.
A minimum of ten years of experience as an accountant, attorney or wealth professional.
Obtain Securities Industry Essentials (SIE), Series 7 & Series 63 exams within the first three months of employment.
Willingness and desire to travel, as necessary, for regional coverage of the role.
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 with offices worldwide.
We believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our workplace and beyond by ensuring every individual within our firm has opportunities to grow professionally and personally.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
© The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
#J-18808-Ljbffr
Your Impact As a senior subject matter expert you will assist high‑net‑worth clients from an income, trust and estate, and tax planning perspective. You will advise on wealth transmission, tax‑efficient estate structures, lifetime gifting strategies, business transfers, charitable giving, trust administration, asset protection, philanthropic goals, and financial goal planning. You will interface with trustees, attorneys, accountants and other advisors and present internal educational seminars to Private Wealth Management teams.
Our Impact Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers worldwide 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, family offices, foundations, endowments, corporations and their employees.
Private Wealth Management (PWM) Goldman Sachs Private Wealth Management specializes in creating comprehensive wealth plans for high‑net‑worth individuals and families, as well as select institutions. PWM teams work one‑on‑one with clients to advise and deliver customized strategies drawn from our deep investment experience and global reach.
Goldman Sachs Family Office (GSFO) GSFO works in coordination with Private Wealth Advisors to develop strong ties with clients and deliver a full suite of wealth planning and family office services.
How You Will Fulfill Your Potential
Act as a senior subject matter expert in assisting high net worth clients from an income, trust and estate and tax planning perspective.
Advise individuals and families on all aspects of the transmission of wealth, including tax‑efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, charitable giving and the administration and restructuring of trusts.
Counsel clients on asset protection techniques and implementation.
Interface with trustees, attorneys, accountants and other advisors regarding private clients’ wealth planning.
Develop philanthropic goals and implement related structures (e.g., DAF, private foundations).
Formalize financial goals and execute a plan to achieve those goals.
Present internal educational seminars to Private Wealth Management teams.
Experience & Skills We’re Looking For
Bachelor’s Degree required; CPA and/or JD highly preferred.
Extensive experience working with clients in structuring multi‑generational wealth and estate planning strategies.
Technical expertise in U.S. tax legislation and the tax implications of investment portfolios, estate planning entities, philanthropic entities and related business activities, including the Alternative Minimum Tax.
Strong income tax planning expertise.
Experience with state and local tax matters for the southern state jurisdictions is preferable.
Experience working with both private company owners and executives of public companies is a plus.
Strong background in advising on the implementation of asset protection techniques.
Experience interfacing with trustees, attorneys, accountants and other advisors regarding private client wealth planning.
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.
Experience presenting to internal and external audiences.
Ability to build consensus and facilitate decision‑making among families.
Experience in structuring and managing family office entities is a plus.
Ability to work in a fast‑paced environment and think clearly under pressure.
A minimum of ten years of experience as an accountant, attorney or wealth professional.
Obtain Securities Industry Essentials (SIE), Series 7 & Series 63 exams within the first three months of employment.
Willingness and desire to travel, as necessary, for regional coverage of the role.
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 with offices worldwide.
We believe who you are makes you better at what you do. We’re committed to fostering and advancing diversity and inclusion in our workplace and beyond by ensuring every individual within our firm has opportunities to grow professionally and personally.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
© The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
#J-18808-Ljbffr