Overview
LVI Associates
is proud to be supporting a leading, growth‑focused advisory firm in the search for a highly accomplished Tax Partner to lead and expand their Private Client Services practice in Dallas. This is an exceptional opportunity for a seasoned, entrepreneurial tax leader to shape strategy, drive business development, and deliver high‑impact advice to an elite portfolio of high‑net‑worth individuals, families, and family offices.
The Opportunity As a Tax Partner, you will take a central role in leading the firm's private client offering, advising on complex tax matters including wealth transfer planning, trust and estate strategy, succession planning, and high‑value transactional tax issues. You will be instrumental not only in client delivery but also in practice leadership and market growth.
Key Responsibilities
Lead and expand the Private Client Services practice within the Dallas market.
Serve as a trusted advisor to HNW/UHNW clients, family offices, business owners, and senior executives.
Provide strategic guidance on estate planning, wealth preservation, trust taxation, and sophisticated individual tax matters.
Drive business development initiatives and cultivate new client relationships.
Mentor, develop, and inspire a high‑performing team of tax professionals.
Partner with other firm leaders to strengthen service offerings and cross‑functional collaboration.
About You
12-20+ years of progressive experience in private client tax advisory.
Proven record in building and managing a book of business.
Deep technical expertise in individual, trust, estate, and gift taxation.
Strong leadership presence with a collaborative, client‑centric mindset.
CPA, JD, or LLM preferred.
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is proud to be supporting a leading, growth‑focused advisory firm in the search for a highly accomplished Tax Partner to lead and expand their Private Client Services practice in Dallas. This is an exceptional opportunity for a seasoned, entrepreneurial tax leader to shape strategy, drive business development, and deliver high‑impact advice to an elite portfolio of high‑net‑worth individuals, families, and family offices.
The Opportunity As a Tax Partner, you will take a central role in leading the firm's private client offering, advising on complex tax matters including wealth transfer planning, trust and estate strategy, succession planning, and high‑value transactional tax issues. You will be instrumental not only in client delivery but also in practice leadership and market growth.
Key Responsibilities
Lead and expand the Private Client Services practice within the Dallas market.
Serve as a trusted advisor to HNW/UHNW clients, family offices, business owners, and senior executives.
Provide strategic guidance on estate planning, wealth preservation, trust taxation, and sophisticated individual tax matters.
Drive business development initiatives and cultivate new client relationships.
Mentor, develop, and inspire a high‑performing team of tax professionals.
Partner with other firm leaders to strengthen service offerings and cross‑functional collaboration.
About You
12-20+ years of progressive experience in private client tax advisory.
Proven record in building and managing a book of business.
Deep technical expertise in individual, trust, estate, and gift taxation.
Strong leadership presence with a collaborative, client‑centric mindset.
CPA, JD, or LLM preferred.
#J-18808-Ljbffr