Practice Area · 06 / 06

Tax, Trusts & Estates.

Transactional tax, controversy and private wealth, including trusts & estates and estate planning, spanning law firms, leading consulting and public accounting.

The tax market reaches well beyond the law firms.

Private wealth and tax hires are often made on reputation rather than advert. We know which practices are short-handed and which partners are quietly looking to build.

A market that reaches well beyond law firms. We work across firms, the leading consultancies and public accounting, which widens the field considerably for the right candidate.

What we cover06 Specialisms

  1. 01Transactional TaxDeal tax across M&A, funds and finance.
  2. 02Tax ControversyAudits, appeals and tax litigation.
  3. 03PartnershipsPartnership and pass-through structuring.
  4. 04International TaxCross-border planning and structuring.
  5. 05Private WealthSuccession, philanthropy and family offices.
  6. 06Trusts & EstatesEstate planning and fiduciary work.
Who we place

Associate to partner,
and the teams around them.

Across Am Law 100 firms, mid-sized and regional platforms, specialist boutiques and, selectively, in-house legal teams.

  1. Associate

    Transactional and private client associates moving towards deal flow or first-generation wealth.

  2. Senior Associate

    Senior associates choosing between law firms and the Big Four affiliates.

    Recent moveTop-100 firm · Miami, FL

  3. Counsel

    Special counsel and counsel who want deal tax rather than advisory volume.

    Recent moveBig Four law affiliate · New York, NY

  4. Partner

    Partnership and international tax partners whose clients need a funds platform.

    Recent moveTop-50 Am Law firm · Houston, TX

  5. Team Moves

    Private wealth and tax teams moving between firms, consultancies and accounting.

Case files

Recent moves.

Special Counsel

Transactional Tax Special Counsel

Firm
Big Four law affiliate
Market
New York, NY

A tax attorney wanted deal flow rather than advisory volume, and was open to the consulting side if the work was right. We ran law firms and the Big Four affiliates in parallel.

Joined the affiliate, with deal tax work from week one.

Senior Associate

Trusts & Estates Senior Associate

Firm
Top-100 firm
Market
Miami, FL

A private client associate was looking for first-generation wealth work rather than legacy family money, which pointed to a very particular set of practices.

Now advising founders and family offices across Florida.

Partner

Partnership Tax Partner

Firm
Top-50 Am Law firm
Market
Houston, TX

A partnership tax specialist with an energy client base needed a platform with the funds practice to support it.

Moved with the client base, now co-chairing the practice.

Shown at company level and anonymised. Full references on request.All Placements

Max L. Bridge
Who you'll speak to

Max L. Bridge.

Associate Director · Litigation & Tax

Max recruits across litigation and tax, from globally renowned firms to regional and boutique practices, and, in tax, leading consulting and public accounting firms.

He has worked in legal recruitment since 2019 and brings a genuine passion for the law and the people who practise it. Beyond work, he runs, trains and follows his rugby.