This remains an active partner-level search, handled confidentially. The brief is revisited each cycle with the client, and what follows is the current brief.

Senior tax partner role for an established Boston practice focused on wealth, estate planning and related tax advisory work. The position will lead client engagements, develop business, and provide high-level strategic advice on federal and state tax matters affecting private clients and their families.

The role suits an experienced partner seeking a platform to grow a private-client tax practice within a large, full-service firm environment. You will manage a team, work closely with other practice groups, and lead client development and retention efforts.

Portable book of business of $2M+ (USD)
Proven partner-level experience in tax and estate planning representing high‑net‑worth individuals and families
Strong client development and pitch experience with a demonstrable pipeline
Active bar admission and relevant tax credentials (LLM in Tax or equivalent preferred)

Discussions are held in confidence and nothing is shared with the firm without your explicit approval.

Apply for this role

Confidential. We never contact your current employer.