MidLevel Tax Associate Wealth Transfer ATS
$150k - $165kGoodspeed Merrill
Mid-Level Tax Associate – Wealth Transfer (ATS) Goodspeed Merrill | Bedford, Texas 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 integrityIDEAL CANDIDATE PROFILE
Strong preference for deep, focused technical work High degree of accuracy, follow-through, and execution discipline Comfort operating independently within a structured environmentEXPERIENCE & 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 fitCOMPENSATION & 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 Potential Voluntary Critical Illness, Accident, Life, and Hospital Indemnity options. Professional Growth - Opportunities for advancement in a growing firm. Principal office located in Englewood, Colorado. #J-18808-Ljbffr Goodspeed MerrillVacancy posted 2 days ago
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