Senior Tax Manager

Modera Wealth Management • Charlotte, NC

11d • Hybrid

About The Position

Modera Wealth Management is seeking a Senior Tax Manager to partner with financial advisors and the Director of Tax Services. This role involves identifying tax-saving opportunities, supporting wealth planning strategies, and ensuring accurate tax reporting. The Senior Tax Manager will provide guidance on complex tax issues, help clients navigate changing tax regulations, and minimize tax liabilities. Modera Wealth Management is an independent, fee-only firm committed to making a lasting positive impact on clients' lives through comprehensive financial planning and intelligent investment management. The firm is growing, with over 200 employees in 19 offices along the East Coast, managing over $15B in assets for more than 6,000 individuals, families, and businesses.

Requirements

• 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 – 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.

Nice To Haves

• Experience with tax software (CCH AXCESS, CCH Workflow, CCH Collaboration, ShareFile, DocuSign) preferred.

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.
• Perform 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 complement 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 related to tax law or details.
• Support the Director of Tax Services in leading and mentoring Senior Tax Specialists and Tax Specialists, including delivering training on tax law updates, regulatory compliance, and operational procedures, as well as reviewing work for accuracy and completeness.
• Undertake additional projects and duties as needed.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior