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Deep-roots in North America’s tax sphere gives us unparalleled access to personal tax and private client services lawyers and CPAs, and our network is recognized as the a top resource for providing tax, trusts, and estates planning professionals dedicated to the service of privately held corporations and HNW individuals.

These candidates are matched with a diverse portfolio of clients, including banks, wealth management firms, family offices, and other financial institutions.

Desired Candidate Skills

  • Tax and Estate Planning
  • HNW & UHNW Planning
  • Succession Planning
  • Personal Tax Planning
  • Corporate Trusts
  • Corporate Tax for the Owner-Manager
  • Financial Planning

Potential Positions

  • Tax and Estate Specialist/Planner
  • Associate Director/Senior Manager, Manager, Wealth Tax
  • Associate Director/Senior Manager, Manager Fiduciary Tax
  • Director, AVP, VP, Regional VP, Associate Director/Senior Manager, Tax and Estate Planning
  • Director, VP, Regional VP, Executive VP – Wealth Planning and HNW Wealth Planning
  • Tax Associate Lawyer – Private Planning
  • Tax, Trust and Estate Lawyer