We are running a confidential partner search. The requirement is re-confirmed each cycle with the client, and the description below is the current version.

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)

If the brief does not read like an exact match, a conversation is still worth having — partner briefs move with the candidate.

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Confidential. We never contact your current employer.