Tax Accountant: Family Office & Trusts — Growth & Impact

Walton Enterprises; Naples (FL); On-site; USD 75,000 - 115,000; Full time

Job summary

River Bend Administration, LLC is seeking a highly motivated tax professional to join as a Tax Accountant. The role supports annual tax planning and compliance for a multi-generational family, under the supervision of the Director of Tax, with exposure to trust structures and the FTC team.

The Tax Accountant will prepare and review federal/state returns for trusts, corporations, and partnerships, gather information, and handle cross-border compliance. New graduates are welcome to apply.

Qualifications

• Bachelor's degree in accounting, finance, or related field.
• Familiarity with basic tax and accounting concepts.
• Proficiency with Microsoft Office (Excel, PowerPoint, Word).
• Commitment to ongoing learning and development.
• Able to interact diplomatically with all 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.
• Prepare and/or review reporting for cross-border tax compliance.
• Conduct tax research and draft memoranda; model projections.
• Communicate tax matters to non‑tax professionals and FTC colleagues.
• Liaise with outside accountants, legal team, and advisors.
• Identify risks and opportunities to improve services and processes.

Skills

Tax knowledge

Communication

Teamwork

Attention to detail

Education

Bachelor's degree in accounting or finance

Tools

Microsoft Office

Tax software

Job description

River Bend Administration, LLC is seeking a highly motivated tax professional to join as a Tax Accountant. The role supports annual tax planning and compliance for a multi-generational family, under the supervision of the Director of Tax, with exposure to trust structures and the FTC team.

The Tax Accountant will prepare and review federal/state returns for trusts, corporations, and partnerships, gather information, and handle cross-border compliance. New graduates are welcome to apply.