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Tax Manager - 1040 & Private Client Services

TJT, Wilmington, Delaware, us, 19894

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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 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.

*** Anticipated Start Date: Q2 2026 ***

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 candidates – TJT defines hybrid as 2‑3 days minimum in one of our four office locations

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

Opportunities to work a flexible schedule

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