Mid-Level Tax Associate – Wealth Transfer (ATS)

Goodspeed Merrill

15d•$150,000 - $165,000•Hybrid

About The Position

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.

Requirements

Juris Doctor (JD) from an accredited law school
4-8 years post-JD tax practice with significant drafting responsibility

Nice To Haves

LLM in Taxation strongly preferred (or equivalent experience)
Big 4 or accounting firm experience welcomed where it includes substantive planning and implementation
Strong preference for deep, focused technical work
High degree of accuracy, follow-through, and execution discipline
Comfort operating independently within a structured environment

Responsibilities

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

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.