TAX SPECIALIST

Company: Modera Wealth Management
Location: Asheville
Posted on: October 1, 2024

Job Description:

About Modera Wealth Management:

Modera Wealth Management is an independent, fee-only firm that strives to make a lasting positive impact on the lives of our clients through comprehensive financial planning and intelligent investment management. Modera is a fast-growing firm and has a track record of providing career development opportunities from entry level to ownership.

We are seeking individuals who embody Modera's core values:

• 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 In addition, the ideal candidate:
  • Shares our commitment to diversity and an inclusive working environment
  • 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.
    • 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.
    • Compile and arrange all required tax forms and documentation for individual and business tax filings, adhering to current tax regulations.
    • Assist in identifying potential tax deductions, credits, and strategies specific to individual clients.
    • Provide support to Tax Managers in preparing tax projections for clients.
    • 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 both clients 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
      • Up to three (3) years of experience in accounting and tax preparation
      • Proficiency in Microsoft Office, Excel, and Office suite products
      • Proficiency with tax software preferred
      • Proficiency with QuickBooks preferred
      • Excellent written and verbal communication skills
      • Team player, able to work well with all levels of the firm, as well as with clients
      • Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet client needs
      • Personable, warm, engaging; Client first attitude
      • Occasional travel may be required What we offer:
        • Competitive salary commensurate with experience
        • 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.

Keywords: Modera Wealth Management, Gastonia , TAX SPECIALIST, Accounting, Auditing , Asheville, North Carolina