- Confident Humility – a quintessential team player, willing to do whatever it takes to get a 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
- Shares our commitment to maintaining a supportive and inclusive environment where everyone feels a sense of belonging.
- Is extremely organized with excellent attention to detail.
- Is capable of prioritizing and managing multiple tasks concurrently.
- Thrives in an environment focused on creative problem solving.
- Is an engaging and charismatic communicator.
- Has a passion for excellent service.
- Is a self-starter.
Job responsibilities include but are not limited to:
- Prepare and process all paperwork and electronic documents for client tax preparation.
- Manage internal accounting portal for clients, including organizing client documents, uploading tax forms, tracking information requests, and ensuring all necessary documents are obtained for tax filings.
- Pro-active approach to following up with clients, advisors, and tax managers on projects to keep the returns moving towards deadlines.
- Input client tax data for individual and business tax filings, and review software-imported information to ensure accuracy and efficiency, aiming to minimize the need for reviewer adjustments.
- Ability to receive and digest review notes on work performed.
- Compile and arrange all required tax forms and documentation for individual, trusts, and business tax filings, adhering to current tax regulations.
- Prepare and share any adjusting entries made to client’s books and records
- Assist in identifying potential tax deductions, credits, and strategies specific to individual clients.
- Provide support to Tax Managers in preparing tax projections for clients.
- Assist in digesting notices received by the clients from IRS or state jurisdictions. Facilitate requesting any necessary information from the client, advisors, or managers to resolve the notice. Following up with the IRS or state jurisdictions to resolve notices.
- Contact clients for clarification on missing or incomplete information, ensuring the applicable Tax Manager is informed.
- Provide updates on the status of tax returns to clients, advisors, and the Tax Managers.
- Maintain accurate notes and records in the CRM, tax software, and client folder on company server.
- Provide support with special projects and administrative tasks as required.
Qualifications for this position:
- Bachelor’s degree in accounting or related field, CPA license a plus.
- 5-8 years of tax experience with proven ability to prepare tax returns for individual, S Corporations, Partnership and Trust tax returns.
- Proficiency with Microsoft Office Suite and QuickBooks; experience with tax software (CCH AXCESS, TaxCaddy, ShareFile, DocuSign) preferred.
- Excellent communication skills - verbal, written, and interpersonal.
- Strong organizational skills with proven ability to manage high-volume workflow and meet deadlines.
- Strong attention to detail with commitment to accuracy in documentation and data entry.
- High level of integrity and discretion when handling confidential information.
- Capable of working independently with minimal supervision, while also contributing effectively in team environments.
- Occasional travel may be required
- Compensation Range: $90,000 - $110,000 annually, non-exempt + bonus
- The posted salary range of this role reflects various factors, including location, experience, and job-related skills
- 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
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 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.
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.
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What We Do
Modera Wealth Management is a fee-only, fiduciary financial advisory firm focused on providing clients with a high level of care and attention. We examine and evaluate each client’s entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. You want advisors whose services are comprehensive and who are able and willing to offer you support and guidance throughout the year on a wide range of financial matters. Choosing fiduciaries — those legally bound to act in your best interest — will provide you with objective advice and peace of mind.
Modera has maintained a client-first philosophy since its inception in 1983 when its predecessor firm established itself as one of the country’s first fee-only advisory firms. Since then, Modera has grown its geographical footprint while adding depth and breadth to its expertise. Modera has offices up and down the East Coast, spanning from Massachusetts to Florida, and serves clients in cities and states throughout the country. To learn about what makes Modera unique in the financial advisory world, please visit www.moderawealth.com.
Please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and do not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views and they do not, and are not intended to, constitute personalized advice on any subject.
