Tax Partner - UHNW-Investment Fund Executives

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We are seeking an experienced Tax Partner to join our growing Ultra High Net Worth (UHNW) Fund Executives practice. This team advises founders, managing partners, principals, sponsors, investors, developers, and C-suite executives associated with financial and real estate investment funds, as well as related family offices and UHNW multi-generational families. As a trusted strategic advisor, the Tax Partner will help clients navigate complex tax compliance and consulting matters across their business, investment, and personal wealth structures.

This role requires deep technical expertise in high-net-worth taxation, strong client relationship skills, and the ability to lead multidisciplinary teams in delivering tailored solutions. The ideal candidate will have significant experience advising UHNW clients, investment fund executives, and family offices on complex tax planning opportunities and challenges. Success in this role requires strong analytical capabilities, sound judgment, business development acumen, and the ability to collaborate effectively with clients, industry professionals, and specialists across the firm to deliver integrated, client-focused solutions.

As a Tax Partner, you will lead client service, growth, specialist, or leadership responsibilities for the Tax line of business. This role focuses on delivering high-quality tax solutions, deepening client relationships, developing teams, and contributing to strategic growth across capabilities and markets.

• Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities.
• Advise ultra high net worth clients on a full spectrum of tax services including individual, trust and entity income tax planning and compliance, wealth transfer, and charitable and retirement planning.
• Lead teams in the delivery of tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions and ensure consistency in tax preparation due to the complexities of fund reporting.
• Manage multiple engagements or client portfolios, monitoring status, resources, economics, quality, and client service expectations.
• Identify technical tax matters and client opportunities early, consult with specialists as needed, and guide teams through complex issues.
• Maintain ongoing client relationships to understand goals, anticipate needs, and connect clients with the right expertise across the firm.
• Support responsible growth through pipeline development, client transfers, cross-firm collaboration, referral networks, and market-facing activity.
• Manage profitability, billing, collections, engagement economics, and operational discipline consistent with firm expectations.
• Apply strong quality, risk, independence, ethics, and professional judgment to all client and team activities.
• Use digital tools, standardized processes, and global workforce capabilities to improve consistency, efficiency, and client experience.
• Coach and develop high-performing teams, building technical depth, specialty capability, and the next generation of leaders.
• Lead with an enterprise mindset, aligning decisions to long-term firm value, cultural stewardship,…