An appointment at partner level on this brief turns on the portability of the practice, not on a headline number.

Established practice is seeking a lateral partner to lead and grow a tax and estate planning practice in the firm's Raleigh office. The role focuses on advising high-net-worth individuals and closely held business owners on sophisticated estate, gift, and income tax planning.

Responsibilities include originating and managing client engagements, supervising and mentoring junior lawyers, and collaborating with cross-practice teams on complex tax matters. The role is suited to an experienced practitioner with an existing client base and a track record of business development.

Portable book of business of $2M+ (USD)
Significant experience in federal and state tax planning and estate/wealth transfer strategies
Established estate planning practice with experience advising high-net-worth clients and fiduciaries
Proven business development skills and experience leading a small team

Discussions are held in confidence and no detail leaves us without your explicit approval.

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