Job description

Thomas, Judy & Tucker (TJT), is a leading full-service CPA firm providing audit/attestation, taxation, and outsource accounting services to North Carolina and beyond for 35 years. Our firm has 19 partners and 275+ professionals with offices in Raleigh, Durham, Wilmington, and Emerald Isle, North Carolina.

Our employees establish collaborative and personalized relationships with our clients that has in turn allowed our firm to establish a reputation for excellence in the North Carolina business community. TJT serves privately held businesses from most major industries including real estate, construction, manufacturing, hospitality, restaurants, retail, non-profit agencies, and high net worth individuals. Inside Public Accounting recently recognized us as one of the Fastest Growing Firms nationally as well as one of the top 200 firms in the United States for 2024.

As TJT’s mission states, “The source of our strength is our people.” Our firm offers a collaborative working atmosphere where our employees become part of a cohesive client service team. We offer the technical resources and expertise of a large firm combined with the personal attention and service of a local firm.

TJT is seeking a Senior Tax Manager to help our Trust, Estate & Gift practice. As a TEG Senior Tax Manager, you will focus on tax review and oversee all aspects of trust and gift tax planning and compliance. You will provide expert tax advice to high-net-worth clients to optimize their tax positions and ensure compliance with all relevant tax laws and regulations. Additionally, you will participate in leading a team of TJT tax professionals and developing intentional relationships with clients.

This position offers the opportunity to join a high-performing, growing team. We are seeking someone who thrives in a growing environment and takes pride in providing clients with exceptional service.

Essential Functions:

Review complex trust, estate, and gift tax returns
Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, generation skipping tax issues and wealth transfer planning
Run client engagements from start to finish, including planning, executing, directing, and completing tax projects on time, within budget, and up to management standards
Build impactful relationships with new and existing clients and maintain relationships with firm leadership
Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines
Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements
Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services
Provide timely and high-quality services and work products that exceed client expectations
Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations

Professional Requisites:

6+ years of progressive tax experience with trusts and estates, as well as high net worth clients
Technical expertise complex gift, estate, and fiduciary income tax returns
Bachelor’s degree in accounting, finance, or related field; Master’s degree in accounting preferred
Current CPA certification preferred
Previous work experience in the public accounting industry is required
Strong tax research skills
Excellent managerial, organizational, and communication skills

Why TJT?

The chance to work with owners and management of North Carolina’s top middle-market companies and established family-owned businesses
Supporting clients within the areas of hospitality, real estate, non-profit agencies, restaurants, manufacturing, and construction
For tax and audit professionals, reasonable hour expectations during busy season and 36-hour/4-day work weeks during the slower times of the year
A collaborative working atmosphere with a large team of experienced CPAs
Remote and virtual work is an option for qualified candidates

TJT Benefits