Paralegal

Senior Paralegal – Advanced Tax Strategies (ATS)

Goodspeed Merrill is a dynamic and rapidly growing law firm committed to providing top-notch legal services to our diverse client base. With a focus on excellence, innovation, and client satisfaction, we take pride in fostering a collaborative and inclusive work environment. Goodspeed Merrill is where passion meets excellence. We seek team members who are passionate about their clients, coworkers, and field of work.

The Advanced Tax Strategies (ATS) Team is structured as a strong team-oriented environment built on a hybrid/virtual platform. The ATS Team provides innovative solutions for complex business, wealth transfer, and private client matters, often serving ultra-high-net-worth individuals, families, and closely held businesses. As a Senior Paralegal, you will play a key role in supporting attorneys on corporate structuring, governance, estate planning, and family office strategies. The role requires strong skills in preparing governance documents, coordinating estate planning documents, and managing multi-entity transactions, while also working in coordination with the firm’s Entity Compliance Specialist when additional capacity is required.

As part of our application process, please cut and paste this link to complete a survey (takes approximately – 5 – 10 minutes):

https://go.cultureindex.com/p/i6ujLyqNtEE4G7Yb8

Key Results

Corporate Governance Support

• Prepare governance documents such as operating agreements, bylaws, shareholder agreements, resolutions, and consents to align with complex restructurings.
• Assist attorneys with closing checklists, tracking deliverables, and assembling post-closing binders.
• Support attorneys on sophisticated transactions through coordination, document review, and integration.
• Provide occasional backup support to the Entity Compliance Specialist on entity formation, EIN procurement, and compliance tasks as needed.

Wealth Transfer & Estate Planning

• Assist with preparation of trust instruments, powers of attorney, deeds, assignments, and ancillary estate planning documents.
• Coordinate trust funding and ownership transfers to align with planning strategies.
• Maintain organizational charts and asset schedules for family office and tiered entity structures.
• Support attorneys in implementing multi-generational wealth transfer strategies.

Client & Advisor Coordination

• Liaise with clients, family offices, CPAs, fiduciaries, and financial institutions.
• Coordinate execution of legal documents and ensure compliance with required formalities.
• Assist with materials for client meetings, governance sessions, and strategy discussions.

Research & Compliance (support role)

• Provide limited research on jurisdiction-specific issues or compliance questions as directed by attorneys.
• Help monitor changes in statutory or regulatory requirements that may affect client structures.
• Maintain accurate records within the firm’s document management systems.

Leadership & Mentorship

• Provide guidance to junior paralegals and legal assistants.
• Contribute to process improvements that strengthen team efficiency and client delivery.

The best candidate for this role will be a person who:

• Is comfortable preparing governance and estate planning documents to support complex client structures.
• Understands how to integrate documentation into larger multi-entity and wealth transfer strategies.
• Can manage highly confidential client and family office matters with discretion.
• Thrives in balancing multiple sophisticated projects simultaneously.
• Communicates clearly and professionally with attorneys, clients, and outside advisors.
• Demonstrates initiative and anticipates needs before they arise.
• Is adaptable to shifting priorities in a hybrid/remote environment.
• Possesses a growth mindset and commitment to ongoing learning and excellence.

Requirements & Experience

• Bachelor’s degree or paralegal certificate from an ABA-accredited program.
• 7 years of paralegal experience, with a strong background in corporate governance and estate planning/private client services.
• Demonstrated ability to prepare governance documents for multi-entity structures.
• Experience with estate planning documents and coordinating trust/asset transfers.
• Proficiency with Microsoft Office Suite and legal document management systems; experience with corporate management software (e.g., CSC, hCue) a plus.
• Exceptional organizational and communication skills.

To work with GM you should appreciate:

• A client-first mindset and willingness to put in extra effort as client priorities dictate.
• A culture of high achievement while enjoying the work and the people with whom you work.
• Flexibility in how we operate, intended to accommodate a growing and dynamic law firm environment.

Benefits and Compensation

The hourly range is $33.65 - $38.45 depending on experience.

We have a dynamic bonus program.

• Health, Dental, and Vision Insurance (premium partially paid by GM)

• Life Insurance and Long-Term Disability

• 401(k) Plan

• Paid Time Off

Goodspeed Merrill is located near Lincoln and I-25 in the Meridian Business Park.