Tax Accountant for Complex Trusts & Cross-Border Tax

Walton Enterprises; Naples (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

River Bend Administration, LLC in Naples, FL 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 family advisors in a collaborative, family-office environment.

Responsibilities include preparing returns for trusts, corporations, and partnerships; handling tax projections; cross-border compliance; tax research; and coordinating with external accountants and legal

Qualifications

• A bachelor's 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.

Responsibilities

• 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

Skills

Willingness to learn

Interpersonal skills

Communication

Tax concepts familiarity

Education

Bachelor's degree in accounting/finance

Tools

Microsoft Office

Job description

River Bend Administration, LLC in Naples, FL 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 family advisors in a collaborative, family-office environment.

Responsibilities include preparing returns for trusts, corporations, and partnerships; handling tax projections; cross-border compliance; tax research; and coordinating with external accountants and legal