Senior Tax Manager - Trust and Estate

TJT • Durham, NC

3d • Hybrid

About The Position

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 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.
This position is slated to start Q2 of 2026
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 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.

Requirements

• 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
• Strong tax research skills
• Excellent managerial, organizational, and communication skills

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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees