Tax Manager

Please Note: We have ONE opening for an Senior Tax Manager that can be based in one of our office locations: Asheville, NC - Charlotte, NC - Atlanta, GA - Boston, MA - Philadelphia, PA

Why work at Modera Wealth?

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is fast-growing and has a track record of providing career development opportunities from entry level to ownership.

Since 1983, Modera has been committed to being an advisor firm, and not a firm of advisors. Our growth has been driven by a desire to give clients a personalized service experience with our distinct combination of professional excellence and a friendly, relatable work style. Through this vision, we have grown to more than 200 employees in 19 offices along the East Coast, managing more than $15B in assets for more than 6,000 individuals, families, and businesses.

Job Overview:

We are looking for a Senior Tax Manager that will partner with financial advisors and the Director of Tax Services to identify tax-saving opportunities, support wealth planning strategies, and ensure accurate and timely tax reporting. Provides guidance on complex tax issues while helping clients navigate changing tax regulations and minimize tax liabilities.

Responsibilities:

• Lead the preparation and review of complex individual, fiduciary, partnership and corporate tax returns, with a focus on insights and advisory in addition to compliance.
• Responsible for performing the final review and signing of tax returns
• Collaborate with financial advisors to integrate tax planning into comprehensive wealth management strategies for clients including evaluating the tax implications of investment decisions, estate planning, charitable giving, and retirement strategies
• Serve as a trusted tax advisor to high-net-worth individuals and families, focusing on proactive tax strategies that compliment their financial plan and investment strategy
• Analyze realized/unrealized gains, income distributions, and tax-loss harvesting opportunities in coordination with the investment team
• Review and facilitate tax projections for clients and advisors
• Provide review notes to tax department staff to ensure accuracy and a dynamic learning environment
• Ensure all tax returns meet firm standards for accuracy, completeness, and compliance with applicable regulatory requirements
• Support Marketing and compliance by serving as subject matter experts for articles, and communications with tax law or detail included