Partner, Tax & Estate Planning — Silicon Valley

This search stays open for the right book, without a fixed closing date. Conversations can start at any point in your own timeline.

Seeking a partner to lead and grow a tax and estate planning practice in the firm s Silicon Valley office. The role focuses on advising high-net-worth individuals, families and their closely held entities on sophisticated federal and state tax, wealth transfer and estate planning matters.

The successful candidate will combine technical tax expertise with proven business development skills to expand client relationships and originate new work. You will collaborate across the firm s corporate and benefits practices on multi-disciplinary engagements.

• Portable book of business of $2M+ (USD)
• Extensive partner-level experience in tax and estate planning (federal and state)
• Proven track record of business development and client relationship management
• Bar admission in a relevant U.S. jurisdiction; California admission preferred

Where the match is not obvious from the description, a conversation is still worth having — the specification tends to follow the practice.