Financial Planner

Posted on Nov 19, 2018 by Ayco, a Goldman Sachs Company

New York, NY 10001
Accountancy
Immediate Start
Annual Salary
Full-Time

Overview


With a rich 40-year history in the areas of financial planning, education and investment services, Ayco develops and assists in implementing holistic financial solutions to help our clients achieve their goals. We believe in the power of human relationships to drive action, and a career with Ayco offers an opportunity to be part of this unique culture of client service. We invest in our associates, care about professional development, and believe in creating many paths of opportunity. Through our supportive, diverse and innovative environment, Ayco is committed to the success of our associates.



Responsibilities

  • Handle tax affairs of high net worth clients including
  • Interacting with clients in the accumulation of tax information and interfacing with the appropriate outside accounting firms preparing U.S. and foreign tax returns, where necessary
  • Perform reviews of tax returns
  • Prepare quarterly income tax projections and extension estimates
  • Review tax equalization computations where necessary
  • Provide comprehensive personal financial planning and tax related services to Goldman Sachs partners
  • Prepare financial exhibits such as net worth statements, cash flow analyses, income tax projections, will summaries and estate flowcharts
  • Gather data and review complex tax returns for our high net worth clients
  • Extensive client contact including face-to-face interaction with clients and their outside advisors to obtain information and provide advice


Qualifications

  • Bachelor's Degree with concentration in Finance or Accounting; CPA, JD, MBA, CFP or MS Tax preferred
  • Two years' work experience in individual income taxes; expatriate tax experience helpful but not required
  • Exceptional individual income tax experience with high net worth clients
  • Working knowledge of other financial planning areas, such as employee benefits, estate/wealth transfer planning and insurance
  • Proficiency with MS Excel, BNA, and GoSystem
  • Superior written and verbal communication skills
  • Enthusiastic and positive approach to problem-solving and client service
  • Proven track record with cross training, task-sharing and mutually supportive teamwork
  • Innovative thought processes and pro-active time management and task completion follow-through

Reference: 568430440

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