Job Description - Tax Director

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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