Senior Tax Manager

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About the Company - 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 over 35 years. Our firm has 19 partners and 275+ professionals with offices in Raleigh, Durham, Wilmington, and Emerald Isle, North Carolina.

About the Role - TJT is seeking a Senior Tax Manager to help our Trust, Estate & Gift practice. As a Senior Tax Manager, you will focus on tax review and oversee all aspects of trust and gift tax planning and compliance. You will provide expert tax advice to high-net-worth clients to optimize their tax positions and ensure compliance with all relevant tax laws and regulations.

Additionally, you will participate in leading a team of TJT tax professionals and developing intentional relationships with clients. This position offers the opportunity to join a high-performing, growing team. We are seeking someone who thrives in a growing environment and takes pride in providing clients with exceptional service.

Responsibilities

• Review complex trust, estate, and gift tax returns
• Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, generation skipping tax issues and wealth transfer planning
• Run client engagements from start to finish, including planning, executing, directing, and completing tax projects on time, within budget, and up to management standards
• Build impactful relationships with new and existing clients and maintain relationships with firm leadership
• Develop a working knowledge of the client's business, take responsibility for completing assigned tasks, and meet client deadlines
• Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements
• Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services
• Provide timely and high-quality services and work products that exceed client expectations
• Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to moderately complex situations

Qualifications

• 6+ years of progressive tax experience with trusts and estates, as well as high net worth clients
• Technical expertise complex gift, estate, and fiduciary income tax returns
• Bachelor’s degree in accounting, finance, or related field;
  Master’s degree in accounting preferred
• Current CPA certification preferred
• Previous work experience in the public accounting industry is required
• Excellent managerial, organizational, and communication skills

Seniority level

• Seniority level
  
  Mid-Senior level

Employment type

• Employment type
  
  Full-time

Job function

• Job function
  
  Accounting/Auditing, Finance, and Consulting
• Industries Accounting, Trusts and Estates, and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

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