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.


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