Senior Accountant

RiversEdge Advisors•Wilmington, DE

4d•Hybrid

About The Position

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.

Requirements

Bachelor’s degree in Accounting or a related field required
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
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
Willingness to adopt new technologies and contribute to continuous improvement initiatives

Nice To Haves

CPA or EA designation preferred (or CPA/EA-eligible with active pursuit of licensure within 12 months)
Familiarity with estate, gift, and generation-skipping tax planning is a plus
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

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 annal financial statements and supporting workpapers
Review and approve account reconciliations, journal entries, and financial analysis