Senior Tax Associate - Trust, Estate & Gift

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 20 partners and 275+ professionals with offices in Raleigh, Greenville, Durham, Wilmington, and Cedar Point, North Carolina. We serve 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 2026.

Our firm offers a collaborative working atmosphere where employees become part of a cohesive client service team. We combine the technical resources and expertise of a large firm with the personal attention and service of a local firm.

Start Date: Q4 2026 or January 2027
Locations: Raleigh, Durham, Wilmington, or Greenville, NC
Work Model: Hybrid (minimum 3 days onsite per week)

About the Role

TJT is seeking a highly skilled Senior Tax Associate to join our dynamic trust, estate, and gift tax team in a full-time capacity. In this role, you will leverage your extensive experience in trust, estate, gift, and fiduciary income tax return preparation to deliver exceptional service to high-net-worth individuals and family groups. As a Senior Associate, you will operate as a trusted advisor, collaborating closely with firm leadership and clients to drive success and contribute to TJT’s continued growth and reputation for excellence.

Requirements

• A minimum of three years of public accounting experience, with a strong concentration in trust, estate, gift, and fiduciary income tax return preparation.
• Significant experience preparing fiduciary returns and individual income tax returns for high-net-worth individuals and families.
• Proficiency with CCH Axcess Tax and Engagement trial balance software.
• Excellent communication skills for building and maintaining strong client relationships.
• Proven ability to advise clients in the private client sector, particularly those with complex financial needs.
• Certified Public Accountant (CPA) designation, or active pursuit of CPA licensure.
• Advanced technical tax expertise and a comprehensive understanding of accounting principles, including the interpretation of complex financial statements.

Responsibilities

• Prepare trust, estate, gift, fiduciary, and individual income tax returns for high-net-worth clients and families.
• Collaborate with firm leadership and peers to address complex tax issues and deliver client-focused solutions.
• Stay current with evolving tax laws and regulations, ensuring compliance and optimal outcomes for clients.
• Provide guidance to clients regarding trust, estate, and gift tax matters.
• Contribute to a collaborative team environment and mentor junior staff as needed.

Benefits

• Covered health insurance for employees
• Flexible paid time off (PTO)
• 36-hour/4-day work weeks during the slower times of the year for tax and audit professionals
• Dental, vision, and disability insurance
• Automatic employer 401(k) contribution
• Relocation assistance
• Parental leave
• Opportunities to work a flexible schedule

Schedule

• Hybrid work model (minimum 3 days onsite per week)
• 36-hour/4-day work weeks during the slower times of the year for tax and audit professionals