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Tax Manager

RiversEdge Advisors LLC

Wilmington, DE
Tax Manager

Location: Wilmington (in-office T,W,TH)

Type: Full-Time

At RiversEdge, we believe clarity and confidence are the foundation of every sound financial decision. As a fee-based financial planning, wealth management, tax, and business advisory firm, we're passionate about helping clients reach their goals through thoughtful, strategic planning.

We're growing and we're looking for a Tax Manager to join our team. This role supports our Tax & Business Advisory practice at the firm and is ideal for an experienced, detail-oriented professional and takes pride in delivering high-touch, personalized service.

What You'll Do

In this role, you will be responsible for delivering high-quality accounting, tax, and advisory services to a diverse client base. The candidate will manage client engagements, oversee tax planning and compliance, and serve as a trusted advisor to business owners and high-net-worth individuals. The role combines technical expertise with relationship management and team leadership.

Key Responsibilities

  • Manage a portfolio of clients, including small to mid-sized businesses and high-net-worth individuals, ensuring timely delivery of accounting, tax and advisory services
  • Provide proactive tax planning and business advisory services, including entity structuring, cash flow analysis, and profitability improvement
  • Supervise and participate in the preparation and review of complex individual, partnership, S corporation, C corporation, trust, and estate tax returns
  • Respond to IRS and state notices, manage audits, and handle tax authority correspondence
  • Serve as the primary point of contact for clients, leading meetings and delivering actionable insights
  • Ensure compliance with federal, state and local tax regulations and reporting requirements
  • Oversee and review monthly, quarterly, and annual financial statements and supporting workpapers
  • Review and approve account reconciliations, journal entries, and financial analysis
  • Manage multiple client engagements, deadlines, and priorities
  • Mentor, train, and develop staff and senior accountants
  • Collaborate with firm leadership on client strategy, practice development, and process improvements
  • Support business development efforts, including identifying opportunities to expand services within existing client relationships

What We're Looking For

We're looking for team members who are driven, detail-oriented, and client-focused. If you thrive in a collaborative environment, love solving problems, and take pride in delivering exceptional service, you'll fit right in at RiversEdge.

  • Bachelor's degree in Accounting or a related field required
  • CPA designation required
  • Master's in Taxation or related degree is a plus
  • Minimum 5-8+ years of progressive experience in tax preparation and planning within a public accounting firm, family office, or wealth management environment
  • Extensive knowledge applying federal, state, and local tax codes, especially as they relate to small businesses, owners, real estate, and pass-through entities
  • Experience managing client relationships and conducting regular, independent meetings with clients, including presentation of planning strategies and responding to tax-specific questions
  • Demonstrated ability to manage complex tax engagements and competing deadlines with minimal supervision
  • Familiarity with estate, gift, and generation-skipping tax planning is a plus
  • Strong written and verbal communication skills with a client-first mindset
  • Comfortable working both independently and collaboratively in a team environment
  • A self-starter with strong problem-solving skills and a passion for learning and growth
  • Proficient in Microsoft Excel and Outlook
  • Advanced proficiency in tax software platforms such as ProSystems, QuickBooks, Drake, SurePrep, TaxDome, UltraTax is a plus
  • Experience with cloud-based document management systems and secure file sharing tools
  • Willingness to adopt new technologies and contribute to continuous improvement initiatives

What We Offer

At RiversEdge, we believe that taking care of our team is just as important as taking care of our clients. We're proud to offer a work environment and benefits package that supports your career growth, well-being, and quality of life — all while keeping things lively and collaborative.

  • A lively, supportive, and collaborative work environment in the heart of downtown Wilmington
  • Hybrid work schedule
  • Multiple healthcare plan options to fit your needs
  • Dental and vision coverage for you and your family
  • 401(k) Retirement Plan with employer contribution, helping you invest in your future
  • Firm-paid parking for convenient downtown access
  • Paid time off
  • Paid holidays and bereavement leave
  • Parental leave

At RiversEdge, we know that great work starts with great people and we strive to make this a place where you'll love coming to work every day.

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Vacancy posted 5 days ago
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