Finance, GSAM Tax, Mutual Fund Tax Group, Vice President, Irving

Managerial role providing tax support to the Goldman Sachs Asset Management 1940 Act Funds, currently totaling 153 funds with over $312 billion assets under management.

Principal Responsibilities:

  • Provide subject matter expertise on Subchapter M of the Internal Revenue Code and the taxation of financial products, supporting other areas within GSAM including portfolio management, third party sales and distribution, private wealth management, and transfer agent.
  • Review U.S. federal, state and local income tax returns and federal excise tax returns, including associated tax provisions and workpapers.
  • Review of regulated investment company qualification tests.
  • Manage and maintain procedures and controls over GSAM’s tax compliance processes, interacting and working efficiently with fund administrators, internal fund accounting and external service providers.
  • Review financial statement disclosures.
  • Manage and train junior staff.
  • Participate in new fund launches, mergers, etc.
  • Prepare and review year-end shareholder tax reporting and 1099 information.

Basic Qualifications•Minimum 8 years of mutual fund tax experience from a Big 4 public accounting firm or 12 years of mutual fund tax experience from private asset management firm.

  • A demonstrated ability to drive and manage complex tax compliance and reporting processes.
  • Excellent analytical/problem solving skills
  • Excellent written and verbal communication skills.
  • Ability to perform tax research.
  • Strong excel skills, ability to work with large data sets.
  • Strong workpaper and documentation skills.
  • Ability to learn and apply new skills.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet. © The Goldman Sachs Group, Inc., 2015. All rights reserved.

Meet Some of Goldman Sachs's Employees

Sabrina H.

Private Wealth Advisor

Sabrina is an entrepreneur within Goldman Sachs’ team-driven culture—mobilizing an elite team of wealth management professionals that help high net-worth individuals identify investment solutions including trusts, endowments, and real estate.

Chelsea S.

Project Manager, Business Architecture & Change Management

Chelsea regulates an impressive array of portfolios and processes for the Operations Team, making sure business flows effortlessly after every product launch and financial transaction at Goldman Sachs.

Back to top