Tax Manager - Private Equity

Posted 5 Days Ago
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Raleigh, NC
Senior level
Fintech • Payments • Financial Services
The Role
As a Tax Manager at TJT, you will prepare and review tax returns for private equity and real estate funds, lead client engagements, and develop relationships while staying updated on tax laws. A focus on partnership taxation and team collaboration is essential, along with ensuring high-quality service to clients.
Summary Generated by Built In

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 more than 30 years. Our firm has 19 partners and 250+ 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 Tax Manager to help our Private Equity & Real Estate Practices. As a PE Tax Manager, you will focus on tax preparation and review for private equity, venture and real estate funds. Additionally, you will participate in leading a team of TJT tax professionals and developing intentional relationships with clients.  Advance skills in partnership taxation including familiarity with special allocations, tiered structures, PTE, and basis issues are fundamental requirements.

This position offers the opportunity to join a high-performing, growing team while working with complex clients in the Real Estate industry with a focus on real estate private equity funds. We are seeking someone who thrives in a growing environment and takes pride in providing clients with exceptional service. This position offers flexibility in terms of office location, as TJT has offices in the following locations: Raleigh, Durham, Wilmington, Emerald Isle, and Boone NC.

Essential Functions:

  • Prepare and review tax returns for private equity, venture and real estate funds
  • 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

Professional Requisites:

  • 5+ years of PE tax related work experience
  • Technical expertise in preparing and reviewing partnership 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
  • Broad exposure to federal income taxation and some exposure to state and local tax
  • Excellent managerial, organizational, and communication skills

Why TJT?

  • The chance to work with some of owners and management of North Carolina’s top middle-market companies and established family-owned businesses
  • Dealing with clients within the areas of hospitality, real estate, non-profit agencies, restaurants, manufacturing, and construction
  • Reasonable hour expectations during busy season and 4-day/36-hour 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
The Company
Raleigh,, NC
240 Employees
On-site Workplace
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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