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 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 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 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