Tax Manager - 1040 & Private Client Services

TJT; Greenville (NC); Híbrido; USD 80.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Covered health insurance

Flexible paid time off (PTO)

Relocation assistance

Parental leave

Descripción de la vacante

Join TJT as a Tax Manager specializing in individual (1040) tax compliance in North Carolina. You will manage complex tax returns and engage with clients, ensuring high standards of service.

With over 5 years in public accounting and expertise in individual tax returns, you will oversee client engagements, adapt to tax law changes, and mentor staff. TJT offers covered health insurance, flexible PTO, and a hybrid work option.

Formación

• 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.
• Active CPA license preferred.

Responsabilidades

• Review and manage the preparation of complex individual federal, state, and local income tax returns.
• Serve as a trusted advisor for legacy clients.
• Monitor and apply changes in tax law impacting individual taxation.

Conocimientos

Complex individual tax return preparation

Client engagement lifecycle management

Understanding of tax integration

Mentoring tax staff

Educación

Bachelor's degree in accounting or finance

Master's degree in accounting

Descripción del empleo

Thomas, Judy & Tucker (TJT) is a CPA firm based in North Carolina that specializes in audit, tax, and accounting services.

We are seeking a Tax Manager specializing in individual (1040) tax compliance and planning to join our growing tax team in one of our four North Carolina offices – Raleigh, Durham, Wilmington, or Cedar Point, NC.

This role is ideal for an experienced tax professional who understands that a 1040 is not a standalone return, but a critical component of a broader client picture that may include flow-through entities, trusts, estates, and multi-generational wealth planning.

Our clients include long-standing, legacy relationships who value accuracy, continuity, discretion, and proactive guidance. This position plays a key role in honoring those relationships while delivering exceptional technical and client service.

Essential Functions

• 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

Professional Prerequisites

• 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

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 hospitality, real estate, non‑profit agencies, restaurants, manufacturing, and construction
• Reasonable hour expectations during busy season and 36‑hour/4‑day work weeks during slower times of the year
• A collaborative working atmosphere with a large team of experienced CPAs
• Hybrid work is an option for qualified candidates – defined as 2–3 days minimum in one of our four office locations

TJT Benefits

• Covered health insurance for employees
• Flexible paid time off (PTO)
• 36‑hour/4‑day work weeks during 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

Anticipated Start Date: Q2 2026