Goldman Sachs · 2 months ago
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Accounting and Bill Pay Lead, Vice President - Dallas
Dallas, Texas, United States
Full-time
Onsite
Mid, Senior Level, Lead/Staff
10+ years expGoldman Sachs is a leading global investment banking, securities and investment management firm, and they are seeking a Vice President to lead their new accounting and bill pay offering for Ultra-High-Net-Worth individuals. The successful candidate will be responsible for establishing and scaling a service model that manages complex financial affairs and provides precise, timely financial management solutions for clients.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Lead a team responsible for comprehensive bill pay management for UHNW clients, leveraging new technology to deliver this offering at greater scale and quality. This includes end-to-end bill payment process for UHNW clients and their entities, reviewing invoices, ensuring timely payments, and managing vendor relationships
Lead the implementation of the practice, establishing robust processes, selecting and leveraging cutting-edge technology, and creating scalable systems to support rapid growth and ensure consistent service quality
Recruit, develop, and lead a high-performing team of bill pay and accounting specialists. Foster a culture of excellence, collaboration, continuous learning, and client-centricity
Provide strategic oversight for all aspects of UHNW client financial operations, including end-to-end bill payment, multi-entity accounting, general ledger maintenance, and meticulous reconciliation of bank, brokerage, and credit card accounts
Drive the production of detailed financial reports, statements, cash flow analyses, budgeting, and forecasting tailored to the sophisticated needs of UHNW families and their various entities (e.g., trusts, LLCs, partnerships)
Prepare cash flow planning, budgeting, and forecasting for UHNW clients. 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 ultra-high-net-worth families and related entities
Deep understanding of QuickBooks, Sage Intacct or similar platforms to support historical integrations
Serve as a primary point of contact for client communications related to billing and financial matters. Liaise effectively with Private Wealth Advisors and external stakeholders, including legal, financial, and other professional advisors
Provide guidance and mentorship to junior staff, overseeing their work and ensuring accuracy of records
Handle all sensitive financial information with the utmost discretion and confidentiality
Maintain vendor relationships, manage vendor accounts, and coordinate billing and changes with external parties
Work with PWM Product, Engineering, Compliance and Legal to continuously evolve the product offering
Qualification
Required
Bachelor's Degree Required, preferably in Accounting, Finance, or a related field
An ACCA/CPA certification is highly desirable
A minimum of 10-15 years of progressive experience in accounting, financial management, or family office operations, with at least 5-7 years focused on UHNW individuals or families, including experience in a private family office or multi-family office environment
Exposure to investment reporting, alternative assets, or trust/estate accounting
Proven experience in designing, building, leading, and scaling an accounting or financial services practice or team, specifically for UHNW clients
Deep expertise in accounting principles, financial reporting, and complex multi-entity accounting (e.g., Trusts, LLCs, LPs, Partnership Interests)
Advanced 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
Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning
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 first 3 months of employment)
Benefits
Training and development opportunities
Firmwide networks
Benefits
Wellness and personal finance offerings
Mindfulness programs
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
10001+ employees
H1B Sponsorship
Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-01-09
2026-01-09
Company data provided by crunchbase