Tax Partner

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 Georgias 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 Partner or high-level Tax Director to join their team and take ownership of a well-established client base. This role is central to the firms 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 Southeasts 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
  

• 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
  

• 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 Southeasts most sought-after places to live and work