Talent.com
Senior Tax Specialist (Tax Preparer)
Senior Tax Specialist (Tax Preparer)Modera Wealth Management • Oradell, NJ, United States
[error_messages.no_longer_accepting]
Senior Tax Specialist (Tax Preparer)

Senior Tax Specialist (Tax Preparer)

Modera Wealth Management • Oradell, NJ, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.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 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

    • What we offer :

  • 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.

    [job_alerts.create_a_job]

    Tax Preparer • Oradell, NJ, United States

    [internal_linking.related_jobs]
    SALT M&A Senior Tax Manager, Tax Transaction Advisory

    SALT M&A Senior Tax Manager, Tax Transaction Advisory

    Crowe • New York, NY, US
    [job_card.full_time]
    The SALT M&A Senior Manager is a key leader within the Tax Transaction Advisory team, responsible for managing state and local tax aspects of mergers, acquisitions, restructurings, and complex corp...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Manager, Tax

    Senior Manager, Tax

    Relativity • New York, NY, United States
    [job_card.full_time]
    Join our dynamic Tax team, where strategic thinking meets operational excellence.As a Senior Manager, Tax, you'll lead a high-performing group responsible for delivering accurate and timely tax pro...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior Manager

    Tax Senior Manager

    Weaver • New York, NY, US
    [job_card.full_time]
    Weaver is a full-service national accounting, advisory, and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Technology Specialist

    Tax Technology Specialist

    EisnerAmper • New York, NY, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior

    Tax Senior

    Gpac • Manhattan, New York, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Join a team that promotes a work-life balance and values their employees with recognition and team functions!.Prepare federal, state, and local tax returns for corporations, partnerships and high-n...[show_more]
    [last_updated.last_updated_30]
    Tax Senior, Transaction Advisory Services

    Tax Senior, Transaction Advisory Services

    BDO USA • New York, NY, US
    [job_card.full_time]
    Tax Senior, Transaction Advisory Services.The Tax Senior, Transaction Advisory Services is an essential team member that will work to ensure engagements are executed timely and that client expectat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior

    Tax Senior

    Deloitte • New York, NY, US
    [job_card.full_time]
    Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.Benefits A...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Preparer

    Tax Preparer

    NY Staffing • Brooklyn, NY, US
    [job_card.full_time] +1
    Job Type : Full-time, Temporary.Reports To : Tax Site Manager & Program Director.Weekly Hours : 35 to 40 hours per week.This is a full-time temporary position from January 19, 2026, to April 24, 2026....[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Corporate Tax Experienced Senior Associate (Tax Provisions)

    Corporate Tax Experienced Senior Associate (Tax Provisions)

    Veracity • New York, NY, US
    [job_card.full_time]
    Corporate Tax Experienced Senior Associate.Location : Onsite New York, NY 10017.Work Type : Hybrid (minimum 2 days / week onsite). As a Corporate Tax Senior Associate, you'll join Grant Thornton's Corp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Intuit Tax Specialist, Greater Texas Area

    Intuit Tax Specialist, Greater Texas Area

    Education at Work • New York, NY, US
    [job_card.temporary]
    Intuit Tax Specialist, Greater Texas Area.Help People Stress Less About Taxes.Looking for a flexible job that pays, builds your rsum, and helps you gain real-world experience? Education at Work (E@...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Professional

    Tax Professional

    Syed Professional Services • New York, NY, United States
    [job_card.full_time]
    Syed Professional Services is a multi-service firm specializing in accounting assistance, proudly serving the Brooklyn, NY community since 1993. We cater to a diverse client base across the tri-stat...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Tax Specialist

    Senior Tax Specialist

    Vaco by Highspring • ramsey, NJ, US
    [job_card.permanent]
    Coordinate, prepare, and handle all physical and digital documentation required for client tax preparation.Experience working with High Net Worth Individuals. Oversee the firm’s internal accounting ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Senior Associate

    Tax Senior Associate

    Focus Financial Partners • New York, NY, US
    [job_card.full_time]
    We are seeking a skilled and experienced Tax Senior Associate to join our team.The ideal candidate will have a strong background in Federal and State tax compliance services for corporations and pa...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Resolution Specialist

    Tax Resolution Specialist

    Check • New York, NY, US
    [job_card.full_time]
    At Check, we make paying people simple.In doing that, we're not just building our own businesswe're building payroll businesses together with every one of our partners. As the inventors of embedded ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Professional - Franchise Location

    Tax Professional - Franchise Location

    H&R Block • Bergenfield, NJ, United States
    [job_card.full_time]
    As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. Joining H&R Block as a season...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Senior Tax Analyst

    Senior Tax Analyst

    OneTrust • New York, NY, United States
    [job_card.full_time]
    OneTrust's mission is to enable organizations to use data and AI responsibly.Our platform simplifies the collection of data with consent and preferences, automates the governance of data with integ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior Associate

    Tax Senior Associate

    Withum • New York, NY, United States
    [job_card.full_time]
    Withum is a place where talent thrives - where who you are matters.It's a place of endless opportunities for growth.A place where entrepreneurial energy plus inclusive teamwork equals exponential r...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Tax Manager, US

    Senior Tax Manager, US

    Genius Sports • New York, NY, United States
    [job_card.full_time]
    By bringing together next-gen technology and the finest live data available, Genius Sports is enabling a new era of sports for fans worldwide, delivering experiences that are more immersive, intera...[show_more]
    [last_updated.last_updated_30] • [promoted]