What are the responsibilities and job description for the Senior Tax Associate - Trust, Estate & Gift position at TJT?
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, Greenville, 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.
Senior Tax Associate – Trust, Estate & Gift
Location: Raleigh, North Carolina; Greenville, North Carolina; Wilmington, North Carolina; Durham, North Carolina; Cedar Point, North Carolina – Hybrid work model available (candidates must be able to work onsite at a TJT office at least three days per week)
TJT is seeking a highly skilled Senior Tax Associate to join our dynamic trust, estate, and gift tax team in a full-time capacity. In this essential role, you will leverage your extensive experience in trust, estate, gift, and fiduciary income tax return preparation to deliver exceptional service to high-net-worth individuals and family groups. As a Senior Associate, you will operate as a trusted advisor, collaborating closely with firm leadership and clients to drive success and contribute to TJT's continued growth and reputation for excellence.
The ideal candidate will demonstrate:
- A minimum of two years of public accounting experience, with a strong concentration in trust, estate, gift, and fiduciary income tax return preparation.
- Significant experience preparing and reviewing individual income tax returns for high-net-worth individuals and families, in addition to similar fiduciary returns.
- Proficiency with CCH Axcess Tax and Engagement trial balance software.
- Excellent communication skills for building and maintaining strong client relationships.
- Proven ability to advise clients in the private client sector, particularly those with complex financial needs.
- Certified Public Accountant (CPA) designation, or active pursuit of CPA licensure.
- Advanced technical tax expertise and a comprehensive understanding of accounting principles, including the interpretation of complex financial statements.
Key Responsibilities:
- Prepare and review trust, estate, gift, fiduciary, and individual income tax returns for high-net-worth clients and families.
- Collaborate with firm leadership and peers to address complex tax issues and deliver client-focused solutions.
- Stay current with evolving tax laws and regulations, ensuring compliance and optimal outcomes for clients.
- Provide expert guidance and strategic advice to clients regarding trust, estate, and gift tax matters.
- Contribute to a collaborative team environment and mentor junior staff as needed.
If you are ready to advance your tax career in a collaborative, client-focused environment and have a passion for trust, estate, gift, and fiduciary taxation, we invite you to apply and make a lasting impact with TJT.
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 tax and audit candidates: TJT defines hybrid as 2-3 days minimum in one of our five office locations
TJT 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