Tax Manager

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 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. 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.

Requirements

Bachelor’s degree in Accounting or a related field required
CPA designation required
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
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

Nice To Haves

Master's in Taxation or related degree is a plus
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
Willingness to adopt new technologies and contribute to continuous improvement initiatives

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 annal 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