Tax Manager - 1040 & Private Client Services

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.

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 2025.

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.

Tax Manager – 1040 & Private Client Services

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?

• 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
• Hybrid work is an option for qualified tax and audit candidates: TJT defines hybrid as 2-3 days minimum in one of our five office locations 

TJT 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