About Goldman Sachs

Goldman Sachs is a leading global investment banking, securities, and investment management firm providing financial services to corporations, financial institutions, governments, and individuals.

Goldman Sachs currently has 187 open roles on FindRole.

Listed pay typically runs $130,000–$250,000 across 60 roles with salary data.

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At a glance

TL;DR · Associate, Asset & Wealth Management, Private Wealth Management, Digital Estate Planning

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Goldman Sachs Family Office seeks an Associate to support its innovative Digital Estate Planning solution for ultra-high-net-worth clients. This role involves day-to-day management of the product's publication and scaling, requiring expertise in estate document reviews, tax implications assessment, and multi-generational wealth strategy modeling. The ideal candidate has four or more years of experience in U.S. tax, trust, estate advisory, law, paralegal studies, or related fields, with a preference for knowledge in Legal AI and LLM legal document extraction. Key responsibilities include collaborating with PWM teams to manage the client lifecycle, ensuring timely deliverables, and fostering interaction among various stakeholders. The position demands proficiency in US estate and transfer tax laws, state and local tax matters, and technical skills in new technologies. This role is pivotal in delivering comprehensive wealth planning services and requires excellent interpersonal and multi-tasking abilities in a fast-paced environment.

Skills

Python JavaScript AI LLM CI/CD AWS Microsoft Office Adobe Acrobat Tax Software Estate Planning Software Project Management Tools Google Workspace Tableau Power BI SQL Excel MVP Scrum

What you'll do

Serve as the primary contact for publishing and scaling Digital Estate Planning solutions.
Extract and interpret key trust provisions, assess tax implications, and model wealth strategies.
Distill complex estate plans into clear visualizations and summaries for clients.
Manage client lifecycle from onboarding to final report delivery with PWM teams.
Ensure timely deliverables by facilitating interaction among PWA teams and advisors.
Own quality assurance, deadlines, and performance indicators for all GSFO offerings.
Collaborate with internal teams to continuously evolve the product offering.

What we're looking for

At least four years of experience in accounting or legal field with a focus on UHNW clients
Expertise in US estate and transfer tax, trust tax laws, and multi-generational wealth planning strategies
Ability to review and interpret complex estate documents and fiduciary law provisions
Experience working with AI and LLM for legal document extraction (preferred)
Bachelor's Degree required; CPA or JD preferred
Strong interpersonal skills and ability to collaborate across teams and vendors
Comfortable adopting new technologies and programs in a fast-paced environment