Senior Tax Manager

The role

The Senior Tax Manager will partner with financial advisors and the Director of Tax Services to identify tax-saving opportunities and support wealth planning strategies. This role involves leading the preparation and review of complex tax returns and providing guidance on tax issues to high-net-worth clients.

What you will do

• Lead the preparation and review of complex individual, fiduciary, partnership and corporate tax returns
• Perform the final review and signing of tax returns
• Collaborate with financial advisors to integrate tax planning into wealth management strategies
• Serve as a tax advisor to high-net-worth individuals and families
• Analyze realized/unrealized gains, income distributions, and tax-loss harvesting opportunities
• Review and facilitate tax projections for clients and advisors
• Provide review notes to tax department staff
• Ensure tax returns meet firm standards for accuracy and compliance
• Support Marketing and compliance as subject matter experts
• Support the Director of Tax Services in leading and mentoring tax staff

Required qualifications

• Bachelor’s degree in accounting or related field
• CPA license required
• 15 years of tax experience
• Proficiency with Microsoft Office Suite and QuickBooks
• Excellent communication skills
• Ability to work effectively across departments and with financial advisors and clients
• Strong organizational skills to manage high-volume workflow and meet deadlines
• Strong attention to detail
• High level of integrity and discretion

Nice to have

• experience with tax software (CCH AXCESS, CCH Workflow, CCH Collaboration, ShareFile, DocuSign)

Benefits

• Performance-based bonus
• Safe Harbor 401(k) plan
• Medical
• Dental
• Vision
• Flex-Spending Account
• Long-Term and Short-Term Disability
• Life insurance
• Paid vacation
• Opportunities for professional growth and continuing education
• Partial remote work

About the company

Modera Wealth Management is an independent, fee-only firm that provides comprehensive financial planning and investment management. The firm has more than 200 employees in 19 offices along the East Coast.