Tax Manager - 1040 & Private Client Services

About the role

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. The firm has 20 partners and 275+ professionals with offices in Raleigh, Greenville, Durham, Wilmington, and Cedar Point, North Carolina. Employees establish collaborative and personalized relationships with clients, contributing to a reputation for excellence in the North Carolina business community. TJT serves privately held businesses across major industries including real estate, construction, manufacturing, hospitality, restaurants, retail, non-profit agencies, and high net worth individuals. Inside Public Accounting recently recognized TJT as one of the Fastest Growing Firms nationally and one of the top 200 firms in the United States for 2026. Guided by the mission “The source of our strength is our people,” TJT offers a collaborative working atmosphere where employees become part of a cohesive client service team, combining the technical resources and expertise of a large firm with the personal attention and service of a local firm. The Tax Manager – 1040 & Private Client Services position has a start date of Q4 2026 or January 2027, is located in Raleigh, Durham, Wilmington, or Greenville, NC, and follows a hybrid work model requiring a minimum of three days onsite per week. In this role, you will lead the preparation and review of complex individual income tax returns for high‑net‑worth individuals, family groups, and closely held business owners, partnering closely with entity, trust, and estate tax teams to ensure individual returns accurately reflect the broader client structure and planning objectives.

Responsibilities

• Review and manage the preparation of complex individual federal, state, and local income tax returns (Form 1040), including returns with pass‑through income from partnerships, S corporations, trusts, and estates.
• Oversee the full client engagement lifecycle for individual tax clients, ensuring accuracy, timeliness, and adherence to firm standards.
• Serve as a trusted advisor for legacy clients, demonstrating the highest level of professionalism, discretion, and responsiveness.
• Collaborate with entity, trust, and estate tax professionals to ensure alignment between individual returns and related filings.
• Develop a deep understanding of each client’s full financial and tax profile, including multi‑year and multi‑entity considerations.
• Monitor and apply changes in tax law impacting individual taxation and high‑net‑worth individuals.
• Provide timely, high‑quality work products reflective of white‑glove service expectations.
• Mentor and support tax staff and seasonal tax interns.

Requirements

• 5+ years of public accounting experience with a focus on complex individual (1040) tax returns.
• Strong understanding of the integration between individual, partnership, S corporation, trust, and estate returns.
• Experience working with high‑net‑worth and legacy clients.
• Bachelor's degree in accounting or finance; master's degree in accounting preferred.
• Active CPA license strongly preferred.
• Excellent organizational, communication, and managerial skills.
• Exceptional communication skills both verbal and written.
• Previous experience training and mentoring tax staff and interns.

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

The position is hybrid with a minimum of three days onsite per week. During busy season, reasonable hour expectations apply, while slower periods offer 36‑hour/4‑day work weeks for tax and audit professionals.