Senior Tax Manager

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 in Oradell, NJ 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

• Support the Director of Tax Services in leading and mentoring Senior Tax

Specialists and Tax Specialists, responsibilities include delivering training

on tax law updates, and regulatory compliance and operational procedures, as

well as reviewing work for accuracy and completeness.

What are we looking for?

We want a team player who can leverage the strength of the firm to deliver

outstanding results and solutions. We are looking for people who embody Modera’s

core values

• Confident Humility – a quintessential team player, willing to do whatever it

takes to get the job done, with pragmatic optimism

• Contagious Growth Mindset – a continuous learner with intellectual curiosity

who strives for excellence and inspires others

• Trusted Relationships – supportive and authentic with mutual respect for

colleagues

Qualifications

• Bachelor’s degree in accounting or related field, CPA license required
• 15 years of tax experience
• Proficiency with Microsoft Office Suite and QuickBooks; experience with tax

software (CCH AXCESS, CCH Workflow, CCH Collaboration, ShareFile, DocuSign)

preferred

Skills and Competencies

• Excellent communication skills – verbal, written, and interpersonal
• Proven ability to work effectively across departments and directly with

financial advisors and clients in a professional, service-oriented manner

• Strong organizational skills with proven ability to manage high-volume

workflow and meet deadlines

• Strong attention to detail with commitment to accuracy when reviewing complex

tax returns

• High level of integrity and discretion when handling confidential information
• Occasional travel may be required
• This role offers a hybrid work arrangement throughout the year; however,

full-time onsite attendance is required during the tax season. The position

also requires flexibility to work extended hours during peak workload periods

to ensure timely completion of client deliverables and compliance deadlines.

Benefits

• Performance-based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term

Disability and Life insurance

• Paid vacation
• Opportunities for professional growth and continuing education
• Partial remote work
• Salary range: $160,000-$190,000
• Pay ranges are job specific and are provided as a point of market reference

for compensation decisions. Other factors which directly impact pay for

individual associates include: experience, skills, knowledge, contribution,

job location, and most importantly, performance in the job role

Modera Wealth Management, LLC provides equal employment opportunities to all

employees and applicants for employment and prohibits discrimination and

harassment of any type without regard to race, color, religion, age, sex,

national origin, disability status, genetics, protected veteran status, sexual

orientation, gender identity or expression, or any other characteristic

protected by federal, state or local laws.

We value your privacy. Please review our Privacy Policy

[https://moderawealth.com/privacy/] to understand how we collect, use, and

protect your personal information throughout the application process.

No phone calls.  All inquiries will be held in the strictest confidence.  For

more information about the firm, please visit www.ModeraWealth.com

[http://www.ModeraWealth.com].

Modera Wealth Management., LLC is an SEC registered investment adviser with

places of business in Massachusetts, New York, New Jersey, Pennsylvania, North

Carolina, Georgia, Virginia and Florida. SEC registration does not imply any

level of skill or training. Modera may only transact business in those states in

which it is registered or qualifies for an exemption or exclusion from

registration requirements.

For additional information about Modera, including its registration status,

fees, and services and/or a copy of our Form ADV Disclosure Brochure, please

contact us or refer to the Investment Adviser Public Disclosure web site

(www.adviserinfo.sec.gov). A full description of the firm’s business operations

and service offerings is contained in our Disclosure Brochure which appears as

Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you

invest or send money.