Mid-Level Tax Associate – Wealth Transfer (ATS)

G

Goodspeed Merrill

Mid-Level Tax Associate – Wealth Transfer (ATS)

Remote,
Full Time
Paid
  • Responsibilities

    As our firm continues to grow and expand, we are looking for exceptional team members who want to be part of our success.

    Goodspeed Merrill is seeking a mid-level tax associate (Wealth Transfer) to support sophisticated wealth transfer and estate planning strategies for ultra-high-net-worth individuals and multigenerational families. This role is designed for an attorney who excels in deep technical execution, structured analysis, and ownership of complex planning matters from design through implementation.

    This position plays a key role in the execution and implementation of advanced tax strategies within ATS and involves close collaboration with the internal ATS team. The role emphasizes disciplined execution of sophisticated wealth transfer and estate plans.

    CORE RESPONSIBILITIES :

    Wealth Transfer Planning & Drafting

    • Draft and implement complex trust-based planning structures, including grantor and non-grantor trusts
    • Support gifting programs, estate freeze techniques, and closely held business succession planning
    • Prepare detailed step plans and supporting tax memoranda

    Execution & Coordination

    • Translate planning concepts into sequenced implementation steps
    • Coordinate with senior attorneys, clients, and advisors
    • Ensure accuracy, completeness, and documentation integrity

    IDEAL CANDIDATE PROFILE :

    • Strong preference for deep, focused technical work
    • High degree of accuracy, follow-through, and execution discipline
    • Comfort operating independently within a structured environment

    EXPERIENCE & QUALIFICATION :

    • Juris Doctor (JD) from an accredited law school
    • LLM in Taxation strongly preferred (or equivalent experience)
    • 4-8 years post-JD tax practice with significant drafting responsibility
    • Big 4 or accounting firm experience welcomed where it includes substantive planning and implementation
    • Compliance-only backgrounds are unlikely to be a fit

    COMPENSATION & BENEFITS

    • Salary Range - $150,000 - $165,000 (depending on experience)
    • Quarterly Bonus Potential - from 3% to 16% of total realized revenue with no billable hour requirements. Bonuses are tied to clear objective metrics, offering substantial earning potential for high performers.
    • Medical Insurance (Employer pays 75% employee only)
    • Dental Insurance (Employer pays 50% employee only)
    • Vision Insurance (Employer pays 50% employee only)
    • Life Insurance (Employer pays 100% employee only)
    • Short-term Disability Insurance (Employer pays 100% employee only)
    • Long-term Disability Insurance (Employer pays 100% employee only)
    • Attorney Student Loan Support Program
    • 401(k) plan - with Employer matching up to 3.5%
    • Discretionary Paid Time Off
    • Holiday pay (9 days / year)
    • State Bar dues and CLEs
    • Hybrid / Remote eligible
    • Voluntary Critical Illness, Accident, Life, and Hospital Indemnity options.
    • Professional Growth - Opportunities for advancement in a growing firm.

    APPLICATION PROCESS :

    Please complete the following assessment (5–10 minutes):

    https://go.cultureindex.com/p/drzVfoJrHwcd206ru

    Location: Hybrid/Remote eligible. Principal office located near Lincoln & I‑25, Meridian Business Park.