About the Firm

We are representing a well-established boutique CPA firm known for its high-touch client relationships, deep technical expertise, and long-term client partnerships. The firm is home to a seasoned team of Partners and serves a sophisticated client base on Saint Simons Island, GA — a beautiful coastal community on Georgia's Golden Isles. This is a rare opportunity to step into a meaningful leadership role at a firm with a strong reputation and a stable, high-quality book of business.

About the Role

Our client is seeking a Tax Director to join their team and take ownership of a well-established client base with a direct path to Partner. This role is central to the firm's long-term continuity, with a focus on client relationship management, technical tax work, and team leadership. The ideal candidate is someone who is ready to plant roots, grow within the firm, and build a long-term career in a premier coastal market.

This is an especially compelling opportunity for a seasoned tax professional looking to trade the pace of a major metro for an exceptional quality of life on the Georgia coast — without sacrificing the caliber of work or clientele. If you have been considering a move away from a high-pressure urban market, this role offers a rare combination of sophisticated work, strong compensation, and an enviable lifestyle in one of the Southeast's most desirable communities.

Key Responsibilities

Serve as the primary relationship owner for a sophisticated book of business spanning high-wealth individuals, estates and trusts, and business entities
Lead and review complex tax engagements across business compliance (partnerships, corporations), individual returns, and estate and trust work
Manage multiple client engagements simultaneously, ensuring accuracy, timeliness, and a high standard of client service
Serve as a trusted advisor to clients, proactively identifying needs and delivering meaningful guidance
Mentor and develop tax staff, providing on-the-job training, feedback, and leadership
Participate in business development and firm growth efforts over time
Collaborate closely with firm Partners on strategic priorities and client transitions

Requirements

7+ years of public accounting or tax experience
CPA required
Strong technical background in business compliance — partnerships and corporations are the priority; estate and trust experience is a significant plus
Experience managing high-wealth individual clients and complex entity structures
Demonstrated ability to own and grow client relationships independently
Leadership presence with the ability to develop and manage staff
Passion for reviewing work, owning the process, and building toward an income partner trajectory
Existing book of business is a plus but not required
Must be willing to work fully in-office; relocation to Saint Simons Island, GA required

Benefits

Competitive compensation commensurate with experience and book, with a clear path to income partner
Opportunity to inherit and grow a well-established, sophisticated book of business
Long-term stability and partnership in a firm with deep community roots
Supportive partnership team invested in a thoughtful transition and your long-term success
Full-time, in-office role on Saint Simons Island, GA — one of the Southeast's most sought-after places to live and work

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