Senior Tax Manager

Modera Wealth Management • Atlanta, GA

8d • $160,000 - $190,000 • Hybrid

About The Position

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the 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.

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.

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.
• 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.
• 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