Senior Coordinator – Tax & Accounting

Walton Enterprises; Naples (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Walton Enterprises is looking for a Senior Coordinator – Tax & Accounting to provide advanced administrative support to the Tax and Accounting teams. You will handle complex workflows, ensuring the accuracy of tax records while supporting compliance activities.

Preferred candidates will have 3–5 years of experience, proficiency in Microsoft Office, and strong organizational skills. Join this family-led organization dedicated to trust administration for the Walton family.

Qualifications

• 3–5 years of administrative, accounting, or tax experience.
• Demonstrated ability to manage workflows with minimal supervision.

Responsibilities

• Perform routine tax compliance tasks, including filings, payments, and reconciliations.
• Perform weekly bank reconciliations for 150+ accounts.
• Maintain bank reconciliation tracker to ensure completeness and accuracy.

Skills

Microsoft Office

Accounting

Tax Compliance

Education

High school diploma

Associate or bachelor’s degree

Job description

Role Overview

River Bend is seeking a highly motivated and adaptable individual to join the organization as a Senior Coordinator – Tax & Accounting. This position will provide advanced administrative and operational support across the Tax and Accounting teams taking ownership of complex workflows, ensuring the accuracy and organization of tax and financial records, and supporting compliance activities. This role combines high-volume routine processing, document management, and light problem-solving to enable tax associates and accountants to focus on technical analysis, compliance, and review. The position reports to the Director of Tax, and with input and guidance from the Tax and Accounting teams, you will support the day-to-day tax and accounting work for numerous trusts and other entities in a fast-paced environment.

About the Position

About River Bend Administration, LLC

River Bend Administration is an affiliate of River Bend Holdings, a private family trust company serving the trust administration needs of the Walton family. We are a family-led organization, supporting multiple generations of Sam & Helen Walton’s family. This is an exciting time to be part of this world class team.

All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement, background check, credit check, and drug screen. In addition, you will need to provide proper identification verifying your eligibility to work in the United States on your first day of work.

River Bend Holdings is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.

Responsibilities

Tax Responsibilities

• Perform routine tax compliance tasks, including filings, payments, and reconciliations.
• Collect, organize, and distribute supporting documentation for tax returns.
• Assist with the preparation of simple tax forms, workpapers, and setup of tax software.
• Research and resolve minor tax discrepancies or notices, serve as a resource for standard tax procedures, and escalate issues to Tax team.
• Maintain tax calendars, compliance checklists, tracking sheets, and documentation used to support timely tax filings and reviews.
• Coordinate materials for tax meetings, reviews, and special projects.

Accounting Responsibilities

• Perform weekly bank reconciliations for 150+ accounts, including identifying discrepancies and coordinating with accounting team members to investigate and resolve issues.
• Maintain bank reconciliation tracker to ensure completeness, accuracy, and timely reconciliation of all accounts and periods.
• Research and resolve straightforward accounting discrepancies.
• Oversee the end-to-end process for 250+ monthly custodial statements, including downloading from portals, uploading to SharePoint, and tracking receipt and archival status.
• Maintain financial records, schedules, and reporting dashboards.
• Provide operational support to Accounting team members for ad hoc tasks, special projects, and routine accounting operations.

Qualifications

Education & Experience

• High school diploma required; associate or bachelor’s degree preferred.
• 3–5 years of administrative, accounting, or tax experience.
• Demonstrated ability to manage workflows with minimal supervision.
• Proficiency with Microsoft Office (Excel, Power Point, Word, SharePoint, etc.)