A partner-level appointment in this practice turns on the portability of the practice, far more than on any headline figure.

Senior tax and estate planning partner role in the Charlotte office of a major international law firm. The position focuses on advising high-net-worth individuals, families, and closely held businesses on estate, gift, and trust planning, as well as federal and state tax matters.

The role involves leading and growing a private client practice, mentoring junior lawyers, and developing new client relationships. Candidates should be comfortable handling complex tax-structuring, wealth-transfer planning, and cross-border issues when they arise.

Portable book of business of $2M+ (USD)
Significant partner-level experience in tax and estate planning
Bar admission and JD; advanced tax credential (LL.M. in Tax) or equivalent experience preferred
Proven client development and team leadership skills

If the fit is not obvious on paper, it is still worth a conversation — the specification tends to follow the practice.

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