Private Wealth Management, Goldman Partner Office Planning, Associate (Fintech)

TL;DR

Associate, Goldman Partner Office Planning (Fintech): Delivering wealth planning and family office services for senior executives with an accent on UK tax expertise and estate planning. Focus on executing financial goals, automating reporting processes, and managing non-investment client assets.

Location: Onsite in London, United Kingdom

Company

A leading global investment banking, securities and investment management firm founded in 1869.

What you will do

• Execute action plans to achieve financial goals including wealth transfer, income tax, and charitable giving.
• Prepare custom wealth reports, cash flow analysis, and capital gains base cost calculations.
• Manage non-investment client assets such as estates, trusts, artwork, and real estate.
• Coordinate with external vendors for tax return preparation by collating necessary data.
• Collaborate with engineering professionals to automate manual data entry and improve productivity.
• Interface with trustees, attorneys, and accountants to deliver wealth planning objectives.

Requirements

• Must be based in London, UK.
• Deep technical expertise in UK tax implications for investment portfolios and estate planning.
• Background in assisting high-net-worth clients with asset protection and trust planning.
• Experience with executive-level employee benefits and company share schemes.
• Advanced proficiency in Microsoft Excel for manipulating unstructured datasets.
• Strong interpersonal skills for interacting with professional service providers and internal stakeholders.

Nice to have

• Association of Taxation Technicians (ATT) qualification.
• Chartered Tax Adviser (CTA) qualification.
• IFA qualification.

Culture & Benefits

• Commitment to diversity and inclusion in the workplace.
• Extensive professional growth through training and development opportunities.
• Access to firmwide networks, wellness, and personal finance offerings.
• Mindfulness programs and a high-integrity, excellence-driven environment.