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Tax Manager - 1040 & Private Client Services

June 8, 2026

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. Tax Manager – 1040 & Private Client Services <ul><li>Anticipated Start Date: Q2 2026*** </li></ul>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: <ul><li>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 </li><li>Oversee the full client engagement lifecycle for individual tax clients, ensuring accuracy, timeliness, and adherence to firm standards </li><li>Serve as a trusted advisor for legacy clients, demonstrating the highest level of professionalism, discretion, and responsiveness </li><li>Collaborate with entity, trust, and estate tax professionals to ensure alignment between individual returns and related filings </li><li>Develop a deep understanding of each client’s full financial and tax profile, including multi-year and multi-entity considerations </li><li>Monitor and apply changes in tax law impacting individual taxation and high-net-worth individuals </li><li>Provide timely, high-quality work products reflective of white-glove service expectations </li><li>Mentor and support tax staff and seasonal tax interns </li></ul>Professional Perquisites: <ul><li>5+ years of public accounting experience with a focus on complex individual (1040) tax returns </li><li>Strong understanding of the integration between individual, partnership, S corporation, trust, and estate returns </li><li>Experience working with high-net-worth and legacy clients </li><li>Bachelor's degree in accounting or finance; master's degree in accounting preferred </li><li>Active CPA license strongly preferred </li><li>Excellent organizational, communication, and managerial skills </li><li>Exceptional communication skills both verbal and written </li><li>Previous experience training and mentoring tax staff and interns </li></ul>Why TJT? <ul><li>The chance to work with owners and management of North Carolina’s top middle-market companies and established family-owned businesses</li><li>Supporting clients within the areas of hospitality, real estate, non-profit agencies, restaurants, manufacturing, and construction</li><li>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</li><li>A collaborative working atmosphere with a large team of experienced CPAs</li><li>Hybrid work is an option for qualified candidates - TJT defines hybrid as 2-3 days minimum in one of our four office locations </li></ul>TJT Benefits <ul><li>Covered Health Insurance for Employees</li><li>Flexible Paid Time Off (PTO)</li><li>36-hour/4-day work weeks during the slower times of the year for tax and audit professionals </li><li>Dental, Vision, and Disability Insurance</li><li>Automatic employer 401(k) Contribution </li><li>Relocation assistance</li><li>Parental Leave</li><li>Opportunities to work a flexible schedule</li></ul>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...