Lateral Partner – Trusts & Estates / Private Client Tax

This search stays open for the right practice, not to a published deadline. Conversations can start at any point in your own timeline.

We are seeking a lateral partner to join a nationally recognized tax practice, focusing on income tax and transfer tax advice to high-net-worth individuals, with a particular emphasis on cross-border matters. The role may be based in any of our U.S. offices and is open to candidates from either an income tax or trusts and estates background.

The practice is a major part of a broader tax group that also includes a significant tax controversy component, but this search is focused on the private client advisory side. Succession planning is in place, and the successful candidate may inherit a substantial book of business over time.

The ideal candidate will be collegial and collaborative, with a proven track record of client origination in private practice. This is a partner-level opportunity within a firm known for its tax capabilities and a collegial, partnership-oriented culture.

• Portable book of business of $1M+ (USD)
• Experience advising high-net-worth individuals on income tax and/or transfer tax / trusts and estates matters
• Cross-border experience preferred
• Private practice background with demonstrated client origination
• Collegial, collaborative fit

Everything is held in confidence and no detail leaves us without your explicit approval.