Tax Manager - Private Client Services

TJT; United States; Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Covered health insurance

Flexible PTO

Dental, vision, and disability insurance

Automatic employer 401(k) contribution

Parental leave

Relocation assistance

Job summary

A leading CPA firm is seeking a Tax Manager specializing in individual (1040) tax compliance and planning to join their team in North Carolina. This role focuses on preparing complex tax returns for high-net-worth clients. Candidates should have at least 5 years of public accounting experience, strong tax knowledge, and excellent communication skills. The firm offers a hybrid work model, reasonable hours during busy seasons, and comprehensive benefits, promoting a collaborative culture dedicated to client service.

Qualifications

• 5+ years of public accounting with a focus on complex individual tax returns.
• Strong understanding of individual taxation and related entities.
• Experience with high-net-worth and legacy clients.

Responsibilities

• Lead the preparation and review of complex individual income tax returns.
• Oversee the client engagement lifecycle for individual tax clients.
• Serve as a trusted advisor for legacy clients.

Skills

Public accounting experience with individual tax returns

Integration of tax returns

Client relationship management

Organizational skills

Communication skills

Mentoring skills

Education

Bachelor's degree in accounting or finance

Master's degree in accounting

Active CPA license

Job description

***This position is slated to start Q2 of 2026***

Hybrid work model available (candidates must be able to work onsite at a TJT office at least three days per week)

Thomas, Judy & Tucker (TJT) is 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.

Position Overview

As a Tax Manager – 1040 & Private Client Services, 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. You will partner closely with entity, trust, and estate tax teams to ensure that individual returns accurately reflect the broader client structure and planning objectives.

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 Perquisites

• 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?

• Opportunity to work with long-standing, multi-generational client relationships
• Reasonable hour expectations during busy season
• 36-hour / 4-day workweeks during slower times of the year for our tax and audit teams
• Collaborative culture with experienced CPAs
• Hybrid work options for qualified candidates – TJT defines hybrid as a minimum of three days in-office
• Covered health insurance for employees
• Flexible PTO
• Dental, vision, and disability insurance
• Automatic employer 401(k) contribution
• Parental leave
• Relocation assistance

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, Durham, Wilmington, and Emerald Isle, North Carolina. 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 2025.

Our team builds collaborative, personalized relationships with each client—an approach that has earned us a strong reputation for excellence within North Carolina’s business community. We proudly serve privately held companies across a wide range of industries, including real estate, construction, manufacturing, hospitality, restaurants, retail, nonprofit organizations, and high-net-worth individuals.

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.