Modera Wealth Management Benefits Overview

Provides comprehensive administrative and scheduling support to multiple executives, including calendar management, meeting and event coordination, travel arrangements, expense reporting, communications, and special projects. Maintains confidentiality, anticipates executive needs, resolves scheduling challenges, supports Board and Executive Committee interactions, and covers administrative responsibilities for colleagues. Requires strong organization, professionalism, discretion, communication, and Microsoft Office expertise.

Develop comprehensive financial plans covering cash flow, tax, investments, retirement, estate planning, executive compensation, and risk management. Build and maintain strong client relationships, lead review meetings, explain planning scenarios, and update strategies after major life events. Collaborate with investment specialists, manage portfolio rebalancing and tax-loss harvesting, and support organic growth through referrals and business development.

Lead preparation and final review of complex individual, fiduciary, partnership, and corporate tax returns. Provide tax advisory to high-net-worth clients, integrate tax planning with wealth strategies, mentor tax staff, coordinate with investment and compliance teams, and ensure accuracy and regulatory compliance. Support tax projections, tax-loss harvesting analysis, and firm communications.