What are the responsibilities and job description for the Business Advisory Manager position at RiversEdge Advisors?
About RiversEdge
RiversEdge is a financial planning, wealth management, tax and business advisory firm located in the heart of downtown Wilmington, DE. We are passionate about helping our clients gain clarity and confidence in their financial future through thoughtful, strategic planning. As a firm that values collaboration, innovation, and excellence, we are excited to welcome a new Business Advisory Manager to our growing Tax & Advisory team.
About the Role
We are seeking an experienced and detail-oriented Business Advisory Manager to join the Tax & Advisory team. The ideal candidate will be able to provide cash-flow forecasting and financial planning and analysis for privately held organizations, in addition to preparing individual and entity tax returns along with conducting tax planning and analysis. 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
- Conduct business advisory meetings with business owners focusing on cash-flow forecasting to assist the owners with financial decision making
- Assist business owners by clarifying and organizing their strategic plan, providing financial analysis and clearly communicating the financial implications of the strategic plan
- Review client financial statements for accuracy and provide guidance to client accounting teams toward proper accounting treatment
- Prepare client financial statements in accordance with US GAAP, or Other Comprehensive Basis of Accounting
- Be able to build and grow accounting teams and operations for clients experiencing rapid growth
- Understand and communicate core business valuation concepts
- Prepare individual, partnership, S corporation, C corporation, trust, and estate tax returns
- Collaborate closely with wealth advisors to deliver integrated tax and financial planning strategies
- Provide proactive tax planning and year-end projection analysis for high-net-worth clients and closely held businesses
- Clearly communicate tax results and implications to clients verbally and in writing
- Identify opportunities to streamline internal processes and implement technology solutions to enhance accuracy and efficiency
- Maintain thorough documentation of client communications and workpapers to support audit readiness and internal standards
- Support business development efforts, including assisting with proposals or onboarding new clients
QUALIFICATIONS
Education & Credentials
- Bachelor’s degree in Accounting or a related field required
- CPA required (or CPA-eligible with active pursuit of licensure within 12-months)
- Master’s in Finance, Economics or related advanced degree is a plus
- Business Valuation designation such as ABV, CVA, etc. is a plus
Experience & Expertise
- Minimum 6 years of progressive experience in business advisory services, preferably within a public accounting firm, family office, or wealth management environment
- Deep experience working with high-net-worth individuals, trusts, closely held businesses, and investment-related tax issues
- Solid understanding of financial accounting and taxability, especially as they relate to small business owners, real estate, and pass-through entities
- Familiarity with estate, gift, and generation-skipping tax planning is a plus
- Demonstrated ability to earn trust through managing complex engagements and competing deadlines with minimal supervision
- Experience managing client relationships and conducting regular meetings with clients
Communication & Presence
- Clear and professional written and verbal communication skills
- Comfortable discussing financial, tax and business valuation matters with clients and colleagues in a relatable, jargon-free manner
- Collaborative, empathetic, and professional presence with a client-first attitude
- Ability to host client meetings, including presentation of planning strategies and responding to specific questions
Technical Proficiency
- Proficient in Microsoft Excel, QuickBooks, and Outlook
- Experience with cloud-based document management systems and secure file sharing tools
- Experience in tax software platforms such as UltraTax, ProSystems, Drake, or similar programs
- Willingness to adopt new technology and contribute to continuous improvement initiatives
BENEFITS
The salary range for this position will be competitive with the market depending on experience and credentials
- Multiple healthcare options
- Dental and vision options
- 401(k) Profit Sharing Plan
- Firm paid parking
- Paid time off program
- Personal and bereavement leave
- Upbeat and lively working environment
OTHER
- A background and credit check will be required
- We are an Equal Opportunity Employer
