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About the Role

Goldman Sachs Family Office (GSFO) is seeking an Associate to support an innovative private client accounting and payment services offering for Ultra-High-Net-Worth (UHNW) clients. This role involves establishing and scaling a best-in-class service model for complex family structures, requiring an entrepreneurial spirit and deep technical accounting expertise.

Responsibilities

Manage end-to-end bill payment processes for UHNW clients and their entities, including invoice processing, timely payments, and vendor relationship management.
Generate detailed financial reports, statements, cash flow analyses, budgeting, and forecasting for UHNW families and their entities.
Monitor and coordinate cash management across various accounts and entities.
Maintain and reconcile all financial accounts, ensuring accuracy and resolving discrepancies.
Oversee the management and reconciliation of client data for UHNW families and related entities.
Act as a key liaison between clients, advisor teams, and the Bill Pay team.
Perform data entry for client record keeping and reporting requirements.
Coordinate with advisor teams for 1099 preparation and mailings.
Utilize accounting software (QuickBooks, Sage Intacct, or similar) to support historical integrations.
Serve as a primary point of contact for client communications regarding billing and financial matters.
Maintain vendor relationships, manage vendor accounts, and coordinate billing and changes with external parties.
Collaborate with PWM Product, Engineering, Compliance, and Legal teams to enhance the product offering.

Requirements

Bachelor's Degree required, preferably in Accounting, Finance, or a related field.
An ACCA/CPA certification is highly desirable.
Minimum of 3 years of experience in accounting, financial management, or family office operations.
At least 3-6 years of experience focused on UHNW individuals or families.
Experience in a private family office or multi-family office environment.
Exposure to investment reporting, alternative assets, or trust/estate accounting.
Knowledge of accounting principles, financial reporting, and complex multi-entity accounting (e.g., Trusts, LLCs, LPs, Partnership Interests).
Proficiency with accounting software (e.g., QuickBooks, Intacct, NetSuite) and/or experience with bill pay platforms.
Exceptional Excel skills.
Experience with state and federal tax matters is a plus.
Excellent interpersonal skills and a desire to work in a team-oriented environment.
Resourceful, self-starter, attentive to detail, and capable of multi-tasking in a fast-paced environment.
Securities Industry Essentials (SIE), Series 7 & Series 63 exams must be obtained within the first 3 months of employment.

Skills

Accounting
Tax Advisory
Financial Management
Family Office Operations
Investment Reporting
Alternative Assets
Trust/Estate Accounting
Multi-entity Accounting
QuickBooks
Sage Intacct
NetSuite
Bill Pay Platforms
Excel
Interpersonal Skills
Communication

Location

Albany, NY, United States

Work Type

Full-time

Experience Level

Associate
3+ years accounting/financial management/family office operations
3-6 years UHNW individuals/families

Education Level

Bachelor's Degree in Accounting, Finance, or related field
ACCA/CPA certification desirable

Salary/Compensations

$55,000-$70,500 base salary
Discretionary bonus may be eligible

Benefits

Competitive benefits and wellness offerings
Summary of offerings available for active, non-temporary, full-time and part-time US employees working at least 20 hours per week can be found at the provided link.

About the Company

Goldman Sachs is a leading global investment banking, securities, and investment management firm founded in 1869 and headquartered in New York.
The firm is committed to helping clients, shareholders, and communities grow.
Goldman Sachs fosters and advances diversity and inclusion through training, development, firmwide networks, benefits, wellness, and mindfulness programs.
More information about culture, benefits, and people is available at GS.com/careers.
The firm is committed to providing reasonable accommodations for candidates with special needs or disabilities during the recruiting process.

Equal Opportunity

Goldman Sachs is an equal employment/affirmative action employer.
Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity.