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

Senior tax and estate planning partner role within a broad, full-service international practice. The position will lead client development and deliver sophisticated tax planning, wealth transfer, and estate administration work for high-net-worth individuals and family offices.

The role combines client relationship leadership with practice management responsibilities, supervising associates and collaborating with related practice groups on tax-sensitive corporate and succession matters. The team handles complex federal and state tax issues, trust and estate planning, and related compliance matters.

Portable book of business of $2M+ (USD)
Proven partner-level experience in tax and estate planning with a strong track record of originating and managing client relationships
Bar admission and relevant tax credentials; deep knowledge of federal and state wealth-transfer and trust taxation
Experience managing teams and working cross-functionally with corporate and private client groups

Where the match is not obvious from the description, it is usually still worth talking — the specification tends to follow the practice.

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