TJT · 2 weeks ago
Senior Tax Manager - Trust and Estate
Raleigh, NC
Full-time
Hybrid
Senior Level
6+ years expThomas, Judy & Tucker (TJT) is a leading full-service CPA firm providing audit, taxation, and accounting services. They are seeking a Senior Tax Manager to focus on tax review and oversee all aspects of trust and gift tax compliance, providing expert tax advice to high-net-worth clients while leading a team of tax professionals.
Consulting
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
Qualification
Required
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
Preferred
Master's degree in accounting
Current CPA certification
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
Company
TJT
Thomas, Judy and Tucker, P.A. has been serving clients in the Triangle and the surrounding area for more than 30 years.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Walter Peel
Chief Operating Officer and Chief Financial Officer
Amanda Habich, CPA
Audit Partner
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