Portfolio & Tax Operations Analyst

Summary

• Organization: Goldman Sachs
• Team Name: Private Wealth Mgmt Operations (PWM Ops) Portfolio & Tax
• Job Title: Portfolio & Tax Operations Analyst
• Location: Salt Lake City, UT (Local candidates who are within commutable distance are preferred)

Employment Terms:

• This role is an 8-9 week internship with the opportunity to transition to full-time employment
• Internship and full-time employment are both fully in-office
• Hours: 7:30am-3:30pm
• Overtime: Additional hours may be required
• Target Start Date: June 2025
• Estimated Salary: $60,000/year
• Must be legally authorized to work in the United States, without the need for sponsorship now or in the future

Essential Tasks - In this job, you will:

• Monitor and validate data to ensure accurate reporting of realized gains and losses
• Review corporate action events to capture appropriate cost basis updates
• Issue client tax reports across multiple jurisdictions prior to regulatory deadlines
• Find creative solutions to problems while providing excellent client service 
• Provide training to Private Wealth Management (PWM) Advisor teams regarding tax reporting updates
• Partner with the Business and Engineering teams to improve operational processes and workflows
• Review and approve transactions for IRA accounts

General Skills and Abilities - In this job you will demonstrate:

• Strong commitment to quality controls and procedures
• The ability to work well in a team environment and independently without constant supervision
• The ability to improve processes
• The ability to identify risks that may come up within different industry processes and know when to escalate issues
• Humility and willingness to learn

Digital/Technical Skills - In this job you will demonstrate:

• Intermediate data management skills (such as transferring information, using formulas such as VLOOKUP, and creating charts/graphs and pivot tables) using Microsoft Excel and other Office Suite tools (Word, PowerPoint, Outlook)
• Intermediate site navigation skills (pulling data, combining data) using web-based applications
• Basic querying skills using SQL is nice to have but not required
• Exposure to business analytical tools, such as Tableau and/or Alteryx is nice to have but not required

Education/Knowledge - In this job you need to have: 

• Bachelor’s degree in any discipline
• Basic knowledge of the securities industry, stock market, and tax principles is nice to have but not required

Experience - In this job you need to have: 

• Experience (professional, personal, or academic) with Wealth Management brokerage functions is nice to have but not required

Social Interaction - The following types of communication and interaction are required to perform the job successfully: 

• Oral communication: Hourly
• Email communication: Hourly
• Instant messaging: Daily
• Telephone communication: Daily
• Video communication: Daily (Camera is preferred)
• Interacting with supervisors: Daily
• Interacting with peers: Hourly
• Interacting with customers: Daily (Internal customers)
• Selling or influencing others: Weekly (Pitching ideas to others)
• Training or teaching others: Weekly

Job Stressors - Employees sometimes find the following stressful about this job:

• Dealing with different regulatory deadlines and tax reports, which can involve extended working hours to meet tight deadlines

Job Motivators - Employees tend to find the following motivating or rewarding:

• The opportunity to work with an incredibly supportive team of highly motivated individuals who are strong performers
• Working on a diverse team of individuals with a variety of cultural, professional and academic backgrounds
• Exposure to a variety of different job functions, including client service, data reconciliations, regulatory implementations, data analytics and more, which provides the opportunity to take on fresh new challenges and learn new skills
• Access to great internal training resources