GSAM Tax - Alternative Investments Tax Team, Associate/Vice President, Dallas/Salt Lake City

  • Competitive
  • Salt Lake City, UT, USA
  • Permanent, Full time
  • Goldman Sachs USA
  • 21 Oct 18

GSAM Tax - Alternative Investments Tax Team, Associate/Vice President, Dallas/Salt Lake City

MORE ABOUT THIS JOB FINANCE
We're a team of specialists charged with managing the firm's liquidity, capital and risk, and providing the overall financial control and reporting functions. Whether assessing the creditworthiness of the firm's counterparties, monitoring market risks associated with trading activities, or offering analytical and regulatory compliance support, our work contributes directly to the firm's success. The division is ideal for collaborative individuals who have strong ethics and attention to detail

Tax Department Overview:
The primary mission of Tax is to ensure the firm's compliance with the tax laws of those countries (and local jurisdictions) in which the firm conducts business and to assist businesses in managing tax risk.

Key Tax functions include:

  • Providing tax information for the firm's financial statements
  • Preparing/supervising the preparation of U.S. federal, state, local and non-U.S. tax returns for the firm as well as for GSAM and Merchant Banking investment vehicles
  • Advising the firm's professionals on the tax implications related to the firm's businesses and/or transactions undertaken by or for the firm.
The GSAM Tax Alternative Investments team's objective is to ensure the high quality, accuracy and timeliness of tax reporting for the firm's GSAM hedge fund and private equity fund products. The Associate/Vice-President helps to achieve the objectives of the team by working on assignments such as:
  • Ensuring all tax filings are accurately and timely filed
  • Analyzing changes in tax law and related filing and reporting requirements
  • Communicating with other members of the Investment Management Division of the firm
  • Overseeing tax issues associated with the launch of new funds and the liquidation of funds and or entities
  • Ongoing monitoring of investments to ensure proper tax treatment


RESPONSIBILITIES AND QUALIFICATIONS Principal Responsibilities:
  • Review of partnership and corporate federal, state, local, and foreign tax returns and certain informational filings
  • Review of tax estimates and K-1s provided to investors
  • Track tax documentation and status of investments
  • Respond to GSAM investor inquiries
  • Assist with US and foreign tax accruals and payments
  • Assist with training and mentoring junior members of the tax team
  • Make recommendations on how to improve or add to our current processes to ensure accurate results in a timely manner
  • Timely escalate issues to senior members of tax team to ensure proper resolution
  • Interact regularly and effectively with the Tax team in Jersey City and other relevant offices
  • Understand the functional purpose of each responsibility
Qualifications:
  • Bachelor's degree required, CPA or Masters degree in tax preferred
  • At least 2 years of professional tax experience
  • Experience with hedge funds and/or private equity funds preferred
  • Proficient with Forms 1065 and related Schedule K-1, 1120, 1120F, 1042, W8 and W9 and familiar with partnership and corporate State Tax Forms
  • Experience with financial product taxation issues preferred, but not required (e.g., taxation of futures, forwards, swaps, aggregate tax allocations, etc.)
  • Willingness and ability to work overtime during late winter/early spring and mid-late summer
  • Detail-oriented, committed, conscientious of deadlines
  • Strong analytical and communication skills
  • Self-starter, able to manage time and handle complex workload
  • High degree of literacy in Microsoft (especially Excel) and other applications


ABOUT GOLDMAN SACHS The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

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Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.