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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.
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Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Digital Estate Planning, Vice President - Dallas serves as a key contact for publishing and scaling an innovative, technology-driven estate planning solution. Working at the intersection of wealth strategy, artificial intelligence, and client service, the individual will use AI and professional expertise to summarize complex estates into published reports. Responsibilities include reviewing estate documents, interpreting trust provisions, assessing tax implications, and modeling multi-generational wealth strategies. The role requires proficiency in distilling complex balance sheets into visualizations while managing the client lifecycle from onboarding to final reporting. Candidates should possess experience in U.S. tax, trust, or estate advisory, along with knowledge of LLM legal document extraction. Core competencies include expertise in transfer tax laws, professional communication with attorneys and accountants, and a strong ability to manage quality assurance for high-net-worth clients.
Manage the day-to-day operations for publishing and scaling the Digital Estate Planning solution.
Use artificial intelligence to summarize and reflect complex client estates into published reports.
Review estate documents to extract key trust provisions, fiduciary laws, and tax implications.
Distill complex estate plans and balance sheets into clear components and visualizations.
Model multi-generational wealth strategies including gifting, charitable structures, and trust restructurings.
Coordinate workflows between internal teams, clients, and third-party tax and legal advisors.
Act as the primary subject matter expert for Private Wealth Advisor teams regarding GSFO offerings.
Ensure quality assurance and meet key performance indicators for all client deliverables.
What we're looking for
Bachelor's Degree required.
CPA or JD (preferred).
Minimum of four years of experience in the accounting or legal field with a focus on serving UHNW clients.
Experience working with high-net-worth clients in multi-generational wealth and estate planning strategies, including reviewing and diagramming estate planning documents.
Technical expertise in US estate and transfer tax, trust tax laws, and state and local tax matters.
Experience in professional communication with Trustees, Attorneys, Accountants, and other professional bodies regarding private client wealth planning.
Experience with recent developments in AI and LLM legal document extraction (preferred).
Must obtain Securities Industry Essentials (SIE), Series 7, and Series 63 exams within the first three months of employment.