Tax Director

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