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.
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