RiversEdge Advisors
About RiversEdge
Apply (by clicking the relevant button) after checking through all the related job information below. 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
#J-18808-Ljbffr
Apply (by clicking the relevant button) after checking through all the related job information below. 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
#J-18808-Ljbffr