Tax, ETF Tax Planning & Advisory Attorney, Vice President, New York City

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.

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.