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Modera Wealth Management

Senior Tax Manager

Modera Wealth Management · Asheville, NC; Charlotte, NC; Atlanta, GA

Posted about a month ago · $160,000-$190,000

or apply directly on Modera Wealth Management's site. We never take the application ourselves.

Is this posting real?

This role has been open
42 days
Modera Wealth Management's roles stay open a median of 53 days
Reposted
No
Salary listed
Yes
100% of Modera Wealth Management's roles list one
Ghost-job risk at Modera Wealth Management
high
9 stale, 0 reposted of 14 open
Hiring momentum
20 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-25

Measured from postings appearing on and disappearing from Modera Wealth Management's own greenhouse board since 2026-08-03. Full hiring picture for Modera Wealth Management.

About this role

The Senior Tax Manager at Modera Wealth will work closely with financial advisors and the Director of Tax Services to identify tax-saving opportunities and ensure accurate tax reporting for high-net-worth clients. Responsibilities include leading the preparation and review of complex tax returns, providing guidance on tax issues, and mentoring junior tax staff. The role requires collaboration on wealth management strategies and proactive tax planning.

Our read on this posting3.6out of 5
benefits
3/5
freshness
1/5
career value
4/5
role clarity
5/5
pay transparency
5/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Modera Wealth Management as an employer.

What you need

  • 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
  • Strong organizational skills with proven ability to manage high-volume workflow and meet deadlines

Nice to have

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

What you get

  • 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

Worth weighing

  • Full-time onsite attendance required during tax season
  • Flexibility to work extended hours during peak workload periods
  • No salary listed, but a range is provided ($160,000-$190,000)
  • Occasional travel may be required

Summarised from Modera Wealth Management's posting. Read the full original.

Listed by Modera Wealth Management on their greenhouse job board, last confirmed open on 2026-09-25. PitchMeAI is not the employer.

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