Mid-Level Tax Associate – Wealth Transfer (ATS)
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
- Big 4 or accounting firm experience welcomed where it includes substantive planning and implementation
- Compliance-only backgrounds are unlikely to be a fit
Nice To Haves
- LLM in Taxation strongly preferred (or equivalent experience)
- 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
- 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
- Voluntary Critical Illness, Accident, Life, and Hospital Indemnity options.
- Professional Growth - Opportunities for advancement in a growing firm.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Ph.D. or professional degree
