Tax, Mutual Fund/ETF Taxation & Reporting, Vice President, New York

OUR IMPACT

Global Tax is a team of specialists charged with managing the firm’s worldwide taxes. Global Tax analyzes and supports the activities, operations, reporting obligations, and transactions of the firm’s business lines to ensure that tax consequences and reputational risks are evaluated appropriately. Our work contributes directly to the firm’s success, and Global Tax is ideal for creative and collaborative individuals who have strong ethics and attention to detail.

YOUR IMPACT

An opportunity has arisen in Global Tax for a tax professional to review externally prepared tax returns and global income tax provisions primarily related to investment funds within Goldman Sachs Asset Management. Goldman Sachs is one of the leading investors in alternatives globally, with over $4 trillion in assets under supervision and more than 30 years of experience. The business invests in the full spectrum of regulated and alternatives including private equity, growth equity, private credit, real estate, infrastructure, hedge funds, mutual funds and ETF’s. This position will involve significant interaction with Controllers and Global Tax as well as outside service providers (law firms, accounting firms, fund administrators), and will require strong tax and tax accounting knowledge of funds.

If you are a self-starter who is excited by the prospect of working in a fast-paced environment, this role will appeal to you.

Primary responsibilities

• Review Subchapter M and Excise tax provisions, tax returns, and financial statement tax disclosures.
• Oversee/Monitor qualification tests (income, asset diversification, and distribution requirements) to maintain RIC status
• Manage the tax provision process, including the calculation of investment company taxable income, net capital gains, and deferred tax assets/liabilities in accordance with US GAAP/ASC 740
• Manage the calculation and distribution of excise taxes and capital gain distributions, collaborating closely with fund administrators
• Serve as a key point of contact for external advisors and accounting firms
• Liaise with various internal stakeholders including portfolio management, fund accounting, legal, and compliance teams, as well as tax colleagues both in the US and EMEA 

Required qualifications, experience, and skills

• Professionally qualified – CPA preferred
• 8-12 years post-qualification tax experience at a leading firm
• Knowledge of financial reporting requirements, accounting for income taxes, and tax disclosures for registered investment companies
• Strong understanding of the tax treatment of complex securities, derivatives, swap agreements, and foreign currency transactions
• Knowledge of fund level tax compliance as well as the impact and tax requirements of various fund tax structures
• Excellent communication skills with an ability to influence senior business stakeholders and make decisions
• Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment
• Flexible and able to learn quickly

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.