Private Client Tax Partner

The Private Client Services Partner will lead the Boston practice focused on serving high-net-worth individuals, family offices, business owners, and executives. This individual will act as a trusted advisor, providing proactive tax planning and wealth preservation strategies while expanding the firm’s presence in the New England private client market. The role requires deep technical expertise in individual, trust, and estate taxation, as well as strong client relationship and business development skills. Key Responsibilities: Lead and expand the PCS practice in Boston, with responsibility for client relationship management, business development, and team leadership. Advise high-net-worth individuals, multigenerational families, and family offices on complex tax planning, wealth transfer, charitable giving, and succession planning strategies. Oversee preparation and review of federal, state, and international tax filings for individuals, trusts, estates, and related entities. Collaborate with investment advisors, attorneys, and wealth management professionals to deliver integrated and customized client solutions. Serve as a thought leader on private client issues, including tax law changes, estate planning opportunities, and wealth preservation. Mentor, develop, and lead a team of professionals within the Boston market, fostering technical excellence and superior client service. Represent the firm in the marketplace through networking, professional associations, and community involvement. Qualifications: CPA license required; JD/LLM or advanced tax/estate planning degree strongly preferred. 12+ years of progressive experience in individual, trust, and estate taxation, with a significant focus on private client services. Strong technical expertise in high-net-worth and family office tax matters. Proven success in business development and expanding client relationships. Demonstrated leadership skills with experience building and managing high-performing teams. Excellent communication and relationship management skills, with the ability to engage at the highest levels of wealth management. Benefits may include medical insurance, vision insurance, 401(k), pension plan, child care support, paid maternity leave, paid paternity leave, tuition assistance, student loan assistance, and disability insurance.

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