This remains an active partner-level search, handled confidentially. The mandate is reviewed on a rolling basis with the client, and the description below is the current version.

Established national firm is seeking a lateral partner to join and grow its Tax and Estate Planning practice in the Baltimore office. The role focuses on advising high-net-worth individuals, family offices and trustees on tax-efficient wealth transfer, trust and estate administration, and related planning strategies.

This is a senior leadership role that will involve originating and expanding client relationships, supervising associates, and collaborating with colleagues across the firm’s broader tax and private client platform.

Portable book of business of $2M+ (USD)
Proven track record in private client tax, trusts and estates with demonstrable origination ability
Experience leading and mentoring a team and working collaboratively across practice groups
Active bar admission in Maryland (or eligible to transfer)

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.