What are the responsibilities and job description for the Senior Tax Accountant position at RiversEdge Advisors?
Senior Tax Accountant
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 Senior Tax Accountant to our growing Tax & Advisory team.
About the Role
We are seeking an experienced and detail-oriented Senior Tax Accountant to join the Tax & Advisory team. The ideal candidate will be able to prepare and review individual and entity tax returns, as well as conduct tax planning and supporting client advisory work. 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
- Prepare and review complex 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
- Respond to IRS and state notices, manage audits, and handle tax authority correspondence
- Conduct research on complex tax issues and regulatory changes to ensure ongoing compliance and planning opportunities
- Support clients with multi-state filings, estimated tax payments, and AMT/NIIT considerations
- Oversee preparation and review of tax basis schedules, depreciation calculations, and carryforward analysis
- Identify opportunities to streamline internal processes and implement technology solutions to enhance accuracy and efficiency
- Assist with internal tax calendar management and ensure timely completion of all deliverables
- 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 from a tax perspective
QUALIFICATIONS
Education & Credentials
- Bachelor’s degree in Accounting or a related field required
- CPA or EA designation required (or CPA/EA-eligible with active pursuit of licensure within 12-months)
- Master’s in Taxation or related advanced degree is a plus
Experience & Expertise
- Minimum 4 years of progressive experience in tax preparation and planning, 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 federal, state, and local tax codes, 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 manage complex tax 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 tax matters with clients and colleagues in a relatable, jargon-free manner
- Collaborative, empathetic, and professional presence with a client-first attitude
- Ability to contribute to client meetings, including presentation of planning strategies and responding to tax-specific questions
Technical Proficiency
- Advanced proficiency in tax software platforms such as UltraTax, ProSystems, Drake, or similar programs
- Proficient in Microsoft Excel, QuickBooks, and Outlook
- Experience with cloud-based document management systems and secure file sharing tools
- 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 with be required
- We are an equal opportunity employer
