TJT
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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 Referrals increase your chances of interviewing at TJT by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Get notified when a new job is posted. Sign in to set job alerts for “Senior Tax Manager” roles.
Henderson, NC $70,000.00-$85,000.00 5 days ago Durham, NC $85,000.00-$95,000.00 5 months ago Tax Director - Mergers & Acquisitions (Private Equity)
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Raleigh, NC $105,000.00-$125,000.00 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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- 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 Referrals increase your chances of interviewing at TJT by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Paid paternity leave Get notified when a new job is posted. Sign in to set job alerts for “Senior Tax Manager” roles.
Henderson, NC $70,000.00-$85,000.00 5 days ago Durham, NC $85,000.00-$95,000.00 5 months ago Tax Director - Mergers & Acquisitions (Private Equity)
Louisburg, NC $80,000.00-$110,000.00 3 weeks ago Senior Tax Manager - Financial Services State and Local Tax (SALT & AWM)
Manager of Accounting Operations and Staff
Tax Managing Director, Alternative Investments
Durham, NC $68,800.00-$172,100.00 4 days ago Specialist Director, Contracts Management, Team Lead
Financial Services - Wealth and Asset Management - Tax Manager
Raleigh, NC $115,000.00-$210,800.00 6 days ago Assurance Manager, Accounting Advisory & Outsourcing
Raleigh, NC $105,000.00-$125,000.00 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr