Tax Accountant

About This Role

The Tax Accountant will join River Bend Administration, LLC in a family office environment, focusing on tax planning and compliance for a multi-generational family. This role offers an immediate opportunity to gain experience with sophisticated tax matters and various trust structures. New and recent graduates are encouraged to apply, and the position reports to the Director of Tax, working collaboratively with the Family Trust Company (FTC) team and external advisors.

Responsibilities

• Prepare and/or review federal and state tax returns for simple trusts, complex trusts, charitable trusts, corporations, and partnerships
• Gather tax information and prepare tax workpapers and projections on a quarterly and annual basis
• Prepare and/or review reporting requirements for cross-border tax compliance, such as foreign corporations and partnerships
• Conduct tax research, draft tax memoranda, and compose quantitative projections and models
• Identify and communicate significant tax matters to the Director of Tax and FTC colleagues
• Communicate complex tax issues to non-tax professionals and colleagues
• Liaise and develop relationships with outside accountants, legal team, and other advisors
• Recognize and react to risks and opportunities to improve services and processes
• Perform other duties as required and necessary to accomplish goals and objectives

Requirements

• 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, PowerPoint, Word, etc.)
• Commitment to continuing learning and development
• Able to interact diplomatically with all levels of River Bend staff, clients, and outside contacts

Nice to have:

• Experience preparing federal and state income tax returns
• Obtained or actively progressing towards a CPA certification (or equivalent)
• Work experience or internship at an accounting firm, financial institution, or family office

Important Details

• Other conditions: Contingent on successful completion of a confidentiality agreement, background check, credit check, and drug screen

About the Company

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.