Tax Manager - 1040 & Private Client Services

TJT • Durham, NC

3d • Hybrid

About The Position

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.

Requirements

• 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
• Excellent organizational, communication, and managerial skills
• Exceptional communication skills both verbal and written
• Previous experience training and mentoring tax staff and interns

Nice To Haves

• Master's degree in accounting preferred
• Active CPA license strongly preferred

Responsibilities

• 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

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: Manager