Hybrid Mid-Level Tax Associate – Wealth Transfer

Posted 9 hours ago

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About the role

  • Mid-Level Tax Associate at Goodspeed Merrill supporting sophisticated wealth transfer and estate planning for ultra-high-net-worth individuals. Involves collaboration and technical execution in complex planning matters.

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

Requirements

  • 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.

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.

Job title

Mid-Level Tax Associate – Wealth Transfer

Job type

Experience level

JuniorMid level

Salary

$150,000 - $165,000 per year

Degree requirement

Professional Certificate

Location requirements

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