Senior Tax Manager, Hospitality & Family Office

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 2026.

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 Manager, Hospitality & Family Office

Start Date: Q4 2026 or January 2027

Locations: Raleigh, Durham, Wilmington, Greenville, or Cedar Point, NC

Work Model: Hybrid (minimum 3 days onsite per week)

TJT is seeking an experienced Senior Tax Manager to join our growing tax practice and help lead our Hospitality & Family Office client base.

In this highly visible role, you will serve as a trusted advisor to successful restaurant groups, hospitality operators, franchise owners, family offices, high-net-worth individuals, and closely held businesses. You'll work directly with owners, executives, and multi-generational families, helping them navigate complex tax matters while supporting their long-term business, investment, and wealth preservation goals.

The immediate priority for this position is to provide hands-on leadership for an established portfolio of hospitality and family office clients. You will oversee complex tax engagements, guide strategic planning initiatives, review technical tax work, and help clients make informed decisions regarding growth, succession, investments, and ownership transitions.

We are looking for a seasoned public accounting professional with substantial experience serving privately held businesses and high-net-worth clients. The ideal candidate is a strong technical reviewer, trusted client advisor, mentor, and relationship builder who enjoys helping clients solve complex challenges while contributing to the continued growth of the practice.

What You'll Be Doing

Client Leadership & Advisory

Serve as an advisor to hospitality ownership groups, restaurant operators, hotel owners, franchisees, family offices, and high-net-worth families

Build strong relationships with owners, executives, family members, and key decision-makers while developing a deep understanding of their businesses, investments, and long-term goals

Advise clients on ownership structures, entity reorganizations, operating agreements, buy-sell arrangements, and succession planning strategies

Provide guidance regarding liquidity events, business acquisitions and dispositions, franchise transactions, real estate investments, and wealth transfer opportunities

Coordinate with attorneys, bankers, investment advisors, and other professionals to deliver comprehensive client solutions

Serve as a trusted advisor on both business and personal tax matters, recognizing the overlap that often exists between closely held businesses and family-owned assets

Hospitality Tax Leadership

Review and oversee complex tax engagements for restaurant groups, franchise owners, hotel operators, hospitality management companies, and related real estate entities

Advise clients on tax considerations related to multi-entity operating structures, new location expansion, ownership changes, and growth initiatives

Consult on operational tax matters affecting hospitality businesses, including owner compensation planning, business structuring, and multi-state filing considerations

Identify planning opportunities related to depreciation strategies, cost segregation studies, fixed asset planning, and hospitality-related real estate investments

Assist clients with transaction planning, due diligence, and tax implications associated with acquisitions, dispositions, internal restructurings, and expansion projects

Monitor industry trends and tax developments impacting hospitality clients and provide proactive recommendations

Family Office & Private Client Services

Review complex individual, partnership, and pass-through entity tax returns

Coordinate tax planning across multiple entities, trusts, family partnerships, investment holdings, and operating businesses to ensure alignment with family objectives

Provide comprehensive tax oversight for families with diverse asset portfolios, including operating businesses, real estate investments, private equity interests, and family investment entities

Assist clients with significant life and business events, including business sales, family transitions, inheritances, and ownership succession planning

Technical Tax Leadership

Review complex partnership, S corporation, C corporation, and individual income tax returns

Oversee tax planning engagements, projections, quarterly estimates, and year-end planning initiatives for closely held businesses and family groups

Research and resolve sophisticated federal and state tax matters affecting hospitality businesses, family offices, and high-net-worth clients

Monitor legislative and regulatory developments and proactively communicate planning opportunities and risks to clients and engagement teams

Review responses to federal and state tax notices and assist clients with examinations, audits, and other tax authority inquiries

Ensure engagements are completed accurately, efficiently, and on schedule while maintaining TJT's standards for client service

People Leadership & Practice Development

Mentor, coach, and develop tax professionals across all experience levels

Provide meaningful review feedback and technical guidance to support professional growth

Collaborate with TJT leadership on practice strategy, service offerings, and long-term growth initiatives

Serve as a technical resource for hospitality and family office matters throughout the firm

Business Development & Relationship Growth

Strengthen existing client relationships through exceptional service and proactive advisory support

Participate in networking, referral development, and business development activities

Support new client opportunities through meetings, proposals, and relationship-building efforts

Help elevate TJT's presence within the hospitality, privately held business, and high-net-worth communities

What Sets This Role Apart

Deep Client Relationships

You'll work directly with business owners, executives, and multi-generational families as a trusted advisor, helping them address complex business, tax, and wealth planning decisions.

Diverse and Complex Engagements

From restaurant groups and hospitality operators to family offices, trusts, investment entities, and privately held businesses, you'll advise clients with sophisticated needs and meaningful opportunities for planning.

Leadership Opportunity

You'll play a significant role in client strategy, staff development, business development, and the continued growth of one of TJT's key practice areas.

A Seat at the Table

This role provides regular interaction with partners, clients, and firm leadership, allowing you to make a meaningful impact on both client outcomes and the future direction of the practice.

What You Bring

Technical Experience

8+ years of progressive public accounting experience with a strong focus on tax compliance, consulting, and review

Significant experience reviewing partnership, S corporation, C corporation, and individual tax returns

Strong knowledge of pass-through entity taxation closely held business structures, and tax planning strategies

Experience serving hospitality clients, restaurant groups, franchise organizations, family offices, high-net-worth individuals, or privately held businesses is strongly preferred

Professional Skills

Strong client relationship and communication skills

Ability to explain complex tax issues in a practical and business-focused manner

Proven leadership and project management capabilities

Strong technical review skills and attention to detail

Commitment to mentoring, coaching, and developing team members

Ability to manage multiple client engagements and competing priorities

Education & Credentials

Bachelor's degree in accounting or finance required

Active CPA license required

Master's degree in accounting or taxation preferred

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 real estate, construction, hospitality, restaurants, manufacturing, and non-profit agencies

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 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