Tax Accountant

WALTON ENTERPRISES & WALTON FAMILY FOUNDATION; Naples (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

River Bend Administration is seeking a Tax Accountant to support annual tax planning and compliance for a multi-generational family, under supervision of the Director of Tax. You will work with the FTC team and advisors on various trust structures and entities.

The role offers exposure to cross-border issues, tax research, and collaboration with outside accountants. New graduates welcome to apply; a bachelor's degree in accounting/finance is required.

Qualifications

• Proficiency with Microsoft Office (Excel, PowerPoint, Word) and general tax concepts.
• Ability to interact with various stakeholders and present complex tax information clearly.
• Willingness to learn and adapt to family-office structures and trusts.

Responsibilities

• Prepare and/or review federal and state tax returns for trusts, corporations, and partnerships.
• Gather tax information and prepare workpapers and projections quarterly and annually.
• Conduct tax research and draft memoranda on complex tax issues.
• Communicate significant tax matters to the Director of Tax and FTC colleagues.

Skills

Microsoft Office

Tax concepts

Communication

Education

Bachelor's degree in accounting or finance

Job description

Tax Accountant

Role Overview

Job Locations: US-FL-Naples

Position: Tax Accountant

Entity: River Bend Administration, LLC

Reports to: Director of Tax

Location: Naples, FL

About the Position

River Bend Administration is seeking a highly motivated tax professional to join the organization as a Tax Accountant. River Bend offers a unique opportunity to acquire immediate experience working on highly sophisticated matters in a supportive and collegial family office environment. New and recent graduates are welcome to apply. This position reports to the Director of Tax and works collaboratively with other members of the Family Trust Company (\"FTC\") team and the family's advisory team.

What you will do

The Tax Accountant will be responsible for supporting the annual tax planning and compliance processes for a multi-generational family, under supervision of the Director of Tax. The role provides exposure to several different trust structures and other entities served by the FTC, all of which have their own unique challenges and complexities. Specific responsibilities will include:

• Preparing and/or reviewing federal and state tax returns for simple trusts, complex trusts, charitable trusts, corporations, and partnerships.
• Gathering tax information and preparing the tax workpapers and projections on a quarterly and annual basis.
• Preparing and/or reviewing reporting requirements for cross-border tax compliance, such as foreign corporations and partnerships
• Conducting tax research, drafting tax memoranda, and composing quantitative projections and models
• Identifying and communicating significant tax matters to the Director of Tax and FTC colleagues
• Communicating complex tax issues to non-tax professionals and colleagues
• Liaising and developing relationships with our outside accountants, legal team, and other advisors
• Recognizing and reacting to risks and opportunities to improve our services and processes
• Performing other duties as required and necessary to accomplish goals and objectives

Personal attributes that support your success

The Tax Accountant should ideally possess the following attributes:

• Willingness to learn and master new trust, tax, and accounting concepts
• Ability to act as a trusted advisor to FTC colleagues while demonstrating expertise and integrity
• You are supportive, a team player, and show respect while collaborating with others
• You are results-oriented and exercise sound judgment in your work
• A lifelong learner, who is inquisitive and solves problems with bold thinking and innovation

Qualifications required for your success

The Tax Accountant must possess the following professional qualifications:

• A bachelors' degree from an accredited university in accounting, finance, or related field
• Familiarity with basic tax and accounting concepts
• Proficiency with Microsoft Office (Excel, Power Point, Word, etc.)
• A commitment to continuing your learning and development
• Able to interact diplomatically with all levels of River Bend staff, clients, and outside contacts

Additional Helpful Experience and Qualifications Includes

• Experience preparing federal and state income tax returns is a plus
• Have obtained or have active progress towards a CPA certification (or equivalent)
• Work experience or internship at an accounting firm, financial institution, or family office

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.

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 a single, multi-generational family. This is an exciting time to be part of this world class team.

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.

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