Tax Manager
RiversEdge Advisors LLC
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
- 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.
Vacancy posted 3 days ago
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