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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.

Supports Modera Wealth Management’s inorganic growth strategy by evaluating acquisitions, partnerships, and strategic opportunities. Responsibilities include financial modeling, valuation, due diligence coordination, transaction execution, executive presentations, pipeline reporting, sourcing support, and integration planning. The associate synthesizes quantitative and qualitative findings into recommendations for leadership, manages transaction timelines, and improves corporate development processes and tools.

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.

Provide front-office administrative support for the wealth management team: manage calendars and phone/visitor interactions, schedule appointments, handle mailings, scan/file documents, track client tasks and workflows, maintain office supplies and appearance, assist client events, and preserve client confidentiality while delivering professional communication.

Lead and review complex individual, fiduciary, partnership, and corporate tax returns; advise high-net-worth clients and financial advisors on tax planning, projections, and tax-efficient investment strategies; mentor tax staff and ensure compliance and accuracy of tax filings.

Support advisors across client relationships by conducting interviews, developing and implementing comprehensive financial plans (investments, tax, retirement, estate), participating in client meetings, reviewing investment reports, researching planning strategies and tax changes, and assisting with onboarding and wealth management projects.

Support and modernize a cloud-first IT environment, administering Microsoft 365/Entra ID and Intune, managing LAN/WAN/WLAN and firewalls, leading infrastructure migrations and security/governance efforts, and providing office technology support across multiple locations.

Manage client relationships, develop customized financial plans, facilitate communication among team members, mentor junior advisors, and foster new business opportunities.