Tax Partner
The firm's Private Client Services practice advises high‑net‑worth individuals, families, and closely held businesses on complex U.S. tax matters, including individual, trust and estate, cross‑border, and wealth structuring considerations. The practice is recognised for delivering highly personalised, discreet, and technically rigorous advice to domestic and international clients.
As a Partner, you will:
- Act as a trusted advisor to high‑net‑worth individuals, family offices, and entrepreneurs on sophisticated tax planning and compliance matters
- Lead and expand client relationships across individual, fiduciary, and wealth‑related tax services
- Play a visible role in shaping strategy, service offerings, and the future direction of the Private Client Services practice
- Mentor, develop, and inspire senior managers and emerging leaders within the team
- Collaborate closely with colleagues across advisory, estate planning, and business tax disciplines to deliver integrated solutions
About the Firm
The firm is one of the largest and fastest‑growing professional services organisations in the U.S., providing tax, advisory, and accounting services to middle‑market businesses and high‑net‑worth individuals. For over 50 years, it has built a strong reputation for technical excellence, client service, and a partnership culture that supports long‑term careers.
The firm has recently entered its next phase of growth following a significant strategic investment, enabling continued expansion, investment in technology, and the development of new service offerings-while maintaining a strong, partner‑led culture.
Candidate Profile
The successful candidate will bring:
- Extensive experience advising high‑net‑worth individuals and families on U.S. individual and fiduciary tax matters
- A strong technical background in areas such as trust and estate taxation, complex individual planning, and closely held business structures
- A proven track record of building and sustaining trusted client relationships
- Leadership experience within a professional services environment, with a collaborative and mentoring approach
- An entrepreneurial mindset and appetite to grow a practice within a well‑resourced national platform
Existing books of business are welcomed but not essential; the firm places equal value on leadership, client impact, and long‑term growth potential.
Why Consider This Role
- A senior leadership position within a highly regarded Private Client Services practice
- Access to a national platform with significant investment in growth, technology, and talent
- A collaborative partnership culture that values autonomy, entrepreneurship, and long‑term relationships
- The opportunity to shape and influence the future of a market‑leading private client tax offering
FAQs
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