Rich Schultz

Tax Manager

Rich brings more than 25 years of tax preparation and tax planning experience to Modera. As a Tax Manager, he supports wealth advisors and clients by preparing and reviewing tax returns and developing comprehensive tax planning strategies.

Prior to joining Modera, Rich managed his own tax practice and held leadership positions at ADP for 16 years.

What has been a particularly rewarding moment in your career?

I enjoy helping clients understand their tax situation so they can make informed decisions for their financial future.

When you’re not working you’re…?

I enjoy hiking, biking, gaming, travel, exploring French culture, and restoring my 1927 Craftsman bungalow.

Articles by Rich Schultz

Professional Designations

Juris Doctor (J.D.)

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