Tax Accountant, Family Office & Trusts

RIVER BEND HOLDINGS, LLC; Naples (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

River Bend Administration, LLC is seeking a Tax Accountant to support annual tax planning and compliance for a multi-generational family, under supervision of the Director of Tax. This role offers exposure to various trust structures and related entities within the FTC.

Responsibilities include preparing federal/state tax returns for trusts, corporations, and partnerships, and conducting tax research, with collaboration across the FTC, family advisers, and outside accountants.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Familiarity with basic tax and accounting concepts.
• Proficiency with Microsoft Office (Excel, PowerPoint, Word, etc.).
• Commitment to continuing learning and development.
• Ability to interact diplomatically with all levels of River Bend staff, clients, and outside contacts.

Responsibilities

• Prepare and/or review federal and state tax returns for trusts, corporations, and partnerships.
• Gather tax information and prepare tax workpapers and projections quarterly and annually.
• Prepare/review reporting for cross-border tax compliance (foreign entities).
• Conduct tax research, draft memoranda, and develop projections/models.
• Communicate complex tax issues to non-tax professionals and colleagues.
• Liaise with outside accountants, legal team, and other advisors.

Skills

Interpersonal communication

Team collaboration

Analytical thinking

Problem solving

Diplomatic interaction

Education

Bachelor's degree in accounting/finance

Tools

Microsoft Office

Excel

PowerPoint

Word

Job description

River Bend Administration, LLC is seeking a Tax Accountant to support annual tax planning and compliance for a multi-generational family, under supervision of the Director of Tax. This role offers exposure to various trust structures and related entities within the FTC.

Responsibilities include preparing federal/state tax returns for trusts, corporations, and partnerships, and conducting tax research, with collaboration across the FTC, family advisers, and outside accountants.