CWM - Goldman Sachs Ayco Personal Financial Management - Foreign Reporting Servi
Atlanta, GA 
Posted 1 day ago
Job Description
CWM - Goldman Sachs Ayco Personal Financial Management - Foreign Reporting Services, Associate - Atlanta, GA
Location(s) US-GA-Atlanta
Job ID 2021-77655
Schedule Type Full Time
Level Associate
Function(s) General
Region Americas
Division Consumer and Wealth Management
Business Unit Ayco - National Tax Group
Employment Type Employee

Consumer and Wealth Management (CWM)

Across Consumer and Wealth Management (CWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for consumers to better spend, borrow, invest, and save. Across CWM, our growth is driven by a relentless focus on our people, our clients and leading-edge technology, data and design.


Goldman Sachs Ayco Personal Financial Management partners with Fortune 1000 companies to design and implement tailored financial planning programs for their workforce-leveraging the 50-year heritage of Ayco and the comprehensive resources of Goldman Sachs to meet the evolving needs of their employees. Ayco believes companies best serve their stakeholders and the greater economy when their employees' financial lives are clear, understood and in their control. Ayco advisors and technical specialists help clients achieve their personal financial goals through education and guided implementation across seven key financial disciplines, including employee benefit planning.



If you're looking to grow your career, we have a great opportunity to gain knowledge and experience within NTG as a member of the Foreign Reporting Services team. Connect with and assist colleagues across Ayco on foreign reporting related items. In this niche area of tax, you will also interact with clients and outside specialists (attorneys and other tax preparers). No relocation required.


    Prepare/review the following tax forms: 1116, FBAR, 926, 8865, 8938, 3520, 8858, 8621, 2555
  • Prepare/review the following calculations: currency conversions, currency gain/loss (personal, *988, *987), foreign rental, income sourcing
  • Assist with Form 926 and Form 8621 import projects
  • Update annual guidance
  • Assist with tax engagement reviews
  • Respond to foreign related reporting questions from regional and core associates
  • Assist with client non-compliance issues



  • 1040 tax experience
  • Familiarity with GoSystem and MS Excel
  • EA or CPA designation preferred, but not required
  • Research skills preferred, but not required
  • Able to manage conflicting priorities, deadline-based tasks and simultaneous projects
  • Detail oriented, excellent organizational and analytical skills
  • Self-starter, highly motivated to personal growth and development
  • Ability to work in a team while maintaining a high level of responsibility and accountability to individual projects and tasks


At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more:

The Goldman Sachs Group, Inc., 2021. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

The Goldman Sachs Group, Inc., 2018. All rights reserved Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Vet.


Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
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