,EA
As Senior Tax Manager, Paul serves as lead tax advisor to clients, providing strategic leadership and advanced tax planning guidance for high-net-worth individuals, families, businesses, trusts, and other complex entities. He reviews complex tax returns, develops tax-efficient planning strategies, and collaborates closely with wealth advisors to integrate tax considerations into broader financial and estate planning objectives.
Beyond client advisory responsibilities, Paul helps shape the firm’s tax practice through leadership in department strategy, policies, technology initiatives, and process improvement efforts. He supervises and mentors tax professionals, serves as a technical resource to colleagues and advisors, and supports business development initiatives through thought leadership and prospective client engagement. By combining deep technical expertise with a client-focused approach, Paul helps deliver integrated tax and wealth planning solutions that support informed decision-making and long-term financial success.
What do you enjoy most about working at Modera?
The combination of the culture, people, and the potential for growth. I appreciate coordinating with talented, collaborative people who genuinely support one another while working toward shared goals. I value the opportunities to take on new challenges, expand my responsibilities, and continue developing professionally.
When you’re not working you’re…?
Mostly attending my kids’ high school sports & activities: football, baseball, field hockey, girls’ lacrosse and the various related supporting events. It’s rewarding to watch them compete and develop leadership skills. Outside of that, I cook meals for my family, maintain my aquarium, bird-watch, make fermented hot sauce, teach a graduate-level class at Baruch College, attend Seton Hall Pirates basketball games, & build wooden model sailboats (& also sail real sailboats).
Where did you grow up? Where do you live now?
I grew up in Glen Ridge, NJ and I live there today! I took a roundabout route back home, living for 15 years across Delaware, Jamaica, south Florida, and Hoboken.
What’s a destination in the world that you aspire to visit?
Croatia – as a Mediterranean sailing destination that has short sails to medieval/feudal-era stone towers, castles, monasteries, etc., as well as modern resorts.
Enrolled Agent
University of Delaware,
BS, Accounting
Seton Hall University,
Master, Taxation
Treasurer – Glen Ridge High School Home and School Association, Baseball Booster Club, Field Hockey Booster Club, Football booster club
Pro-bono tax filing for local non-profits
