Tax Manager Riversedge Advisors Wilmington - DE - US Apply here: https://www.indeed.com/viewjob?jk=50e5292d37f0c594 *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 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 **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.