Description:
We're a team of specialists charged with managing the firm's worldwide taxes. We are responsible for tax compliance, financial reporting of taxes, tax planning, business advisory and management of taxing authority examinations. Our work contributes directly to the firm's success, and the division is ideal for creative and collaborative individuals who have strong ethics and attention to detail.Role Overview:
Goldman Sachs is seeking a tax professional to provide strategic tax advisory coverage for the firm's regulated funds business in Asset and Wealth Management, including advising on fund strategy and portfolio management for ETFs and mutual funds on the GSAM platform. The role will advise on taxation of regulated investment companies (RICs), financial products and derivatives. The role will partner closely with business, legal, investment, and operations teams on fund structuring and tax risk management across a broad range of funds.
Key Responsibilities:
- Advise on the tax structuring of Goldman Sachs-managed regulated funds, including ETFs and mutual funds investing across asset classes;
- Manage tax-related inquiries from the firm's businesses with respect to new and existing funds and investment products;
- Coordinate and effectively communicate with outside tax counsel, accounting firms, and internal stakeholders to ensure appropriate tax planning, risk controls, and compliance;
- Act as a risk manager through ongoing awareness of the tax regulatory environment and the firm's adherence to its tax compliance obligations;
- Participate in cross-functional projects to improve fund operational processes and procedures that include tax touchpoints;
- Monitor tax developments and proposed and actual changes in law and regulation to inform planning, risk management, and business strategy.
Qualifications and Experience:
- Education: Juris Doctorate (JD) or advanced accounting degree.
- Experience: 5+ years of relevant tax experience at a nationally recognized law or accounting firm or a peer global financial institution or asset manager.
- Expertise:
- Strong tax technical skills in taxation of RICs and/or taxation of financial products.
- Excellent written and verbal communication skills, with strong attention to detail and the ability to communicate complex tax issues clearly to senior stakeholders.
- Ability to balance technical tax requirements with commercial objectives and provide practical, business-oriented advice in complex situations.