Senior Accountant

Senior Accountant

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 Senior Accountant 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 preparing and reviewing individual and entity tax returns, as well as conduct tax planning and support client advisory work. The candidate should be a self-starter with excellent communication skills, who thrives in a collaborative environment, and is excited to be part of a growing and forward-thinking financial services firm.

Key Responsibilities

• Prepare complex individual, partnership, S corporation, C corporation, trust, and estate tax returns, including multi-state filings, basis schedules, M-1 adjustments, and estimated tax payments
• Provide proactive tax planning and year-end projection analysis for high-net-worth clients and closely held businesses
• Respond to IRS and state notices, manage audits, and handle tax authority correspondence
• Clearly communicate tax results and implications to clients verbally and in writing
• Conduct research on complex tax issues and regulatory changes to ensure ongoing compliance and planning opportunities
• Identify opportunities to streamline internal processes and implement technology solutions to enhance accuracy and efficiency
• Manage multiple client engagements, deadlines, and priorities
• Maintain thorough documentation of client communications and workpapers to support audit readiness and internal standards
• Prepare monthly, quarterly, and annual financial statements and supporting workpapers
• Review and approve account reconciliations, journal entries, and financial analysis

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 or EA designation preferred (or CPA/EA-eligible with active pursuit of licensure within 12 months)
• Minimum 2+ years of progressive experience in tax preparation and planning within a public accounting firm, family office, or wealth management environment
• Experience researching and applying federal, state, and local tax codes, especially as they relate to small businesses, owners, real estate, and pass-through entities
• Familiarity with estate, gift, and generation-skipping tax planning is a plus
• Ability to contribute to client meetings, including comfort discussing tax matters with clients and colleagues in a relatable, jargon-free manner
• 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.