Senior Advisory Associate

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Raleigh, NC
In-Office
Fintech • Payments • Financial Services
The Role

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 19 partners and 275+ professionals with offices in Raleigh, Durham, Wilmington, and Emerald Isle, 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 2024.

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.

TJT is seeking a Senior Advisory Associate with at least three years of experience in public accounting or consulting. As the Senior Advisory Associate, you will work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution.

TJT’s Advisory Team provides comprehensive financial and business advisory services to private, owner-run companies, including family-owned businesses, partnerships, private equity backed, and start-ups. We also support company growth through risk management, system and processes optimization, and merger and acquisition integration as well as modeling and deep financial analysis.

Essential Functions

  • Develop understanding of TJT's Advisory foundation methods for process analysis and project management to contribute to client deliverables
  • Exercise understanding of how Advisory services are offered to clients within the context of a public accounting firm
  • Demonstrate an understanding of business processes, risks, and controls, including regulatory requirements and related accounting issues, and help clients implement appropriate processes and systems for governance and control purpose
  • Understand and apply technical knowledge including AICPA consulting standards, local financial reporting requirements, and GAAP
  • Work on engagement teams and support managers on small to mid-size private company financial analysis for management decision making as well as due diligence
  • Participate in special projects for our clients that provide further growth and learning experiences as needed

Analytical and Technical Functions

  • Complete quantitative and qualitative analysis through variety of data analytic tools and techniques and visualize results; grow a command over all aspects of a data driven process and throughout the entire project lifecycle to deliver high-impact performance results
  • Assist in demonstrations of solutions and tools to targets and clients, including post implementation client support through training and consulting services
  • Prepare recommendations to clients, and build implementation plans for execution of program to achieve results
  • Assist clients in preparation for and evaluation of potential mergers and acquisitions
  • Exercise upmost professional skepticism while prioritizing and completing tasks

Qualifications

  • Bachelors degree in Accounting, Business Administration, or a related area of study
  • Minimum three years of relevant experience in public accounting or consulting
  • Strong communication skills
  • Strong technical aptitude, critical thinking skills, demonstrated quality service mindset
  • Conversant with data analysis techniques
  • Proven ability to manage multiple clients and projects concurrently
  • Adept at synthesizing all forms of research into clear, thoughtful, actionable deliverables
  • Knowledge in GAAP best practices

Preferred Qualifications

  • Current or actively pursuing CPA, CIA, or CFE certification
  • Experience using QuickBooks, Intacct, NetSuite, CCH, or alternative accounting platforms
  • Prior Audit experience within public accounting
  • Skilled in navigating analytical and dashboarding functions in Power BI, Excel, or Tableau

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
  • Remote and virtual work is an option for qualified candidates

TJT Benefits

  • Covered Health Insurance for Employees
  • Flexible Paid Time Off (PTO)
  • Dental, Vision, and Disability Insurance
  • Automatic employer 401(k) Contribution 
  • Relocation assistance
  • Parental Leave
  • Opportunities to work a flexible schedule

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The Company
Raleigh,, NC
240 Employees
Year Founded: 1990

What We Do

Thomas, Judy and Tucker, P.A. has been serving clients in the Triangle and the surrounding area for more than 30 years. Our firm has 19 partners and 245+ professionals with offices located in Raleigh, Durham, Wilmington and Emerald Isle, NC. We are a full service accounting firm offering audit, tax, outsourced accounting, and consulting services.

We strive to exceed client expectations by establishing a collaborative business partnership with our clients. This partnership reflects our responsiveness to client needs as well as our proactive approach to solving client issues. We have clients and employees who have been with the firm for those 34 years and we know their loyalty is a direct result of how we do business.

We provide our employees the right work/life balance that results in low staff turnover which allows us to develop continuity with our clients and helps us to really get to know our clients and their needs.

Our firm has the size and breadth of experience to handle a variety of clients doing business in diverse industries. We service clients in construction and real estate, hospitality, professional services, retail, and not-for-profit organizations.

As a large local firm, we have the unique technical resources and expertise of a larger firm combined with the personal attention and service of a local firm. Our tag line is "Building Partnerships that Deliver…"​ and that's truly what we hope to develop with all of our clients

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