Tax Accountant

River Bend Administration is seeking a highly motivated tax professional to join the organization as a Tax Accountant. This role 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. The 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.

About the role

The Tax Accountant will support the annual tax planning and compliance processes for a multi-generational family under the supervision of the Director of Tax. The role provides exposure to several different trust structures and other entities served by the FTC, each with unique challenges and complexities.

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 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 outside accountants, legal teams, and other advisors.
• Recognizing and reacting to risks and opportunities to improve services and processes.
• Performing other duties as required to accomplish goals and objectives.

Qualifications

• A bachelor’s degree from an accredited university in accounting, finance, or a related field.
• Familiarity with basic tax and accounting concepts.
• Proficiency with Microsoft Office (Excel, PowerPoint, Word, etc.).
• A commitment to continuing learning and development.
• Able to interact diplomatically with all levels of staff, clients, and outside contacts.

Skills

• Willingness to learn and master new trust, tax, and accounting concepts.
• Ability to act as a trusted advisor while demonstrating expertise and integrity.
• Supportive, team-oriented, and respectful in collaboration.
• Results-oriented with sound judgment in decision-making.
• Lifelong learner with inquisitive, problem-solving, and innovative thinking.

Additional helpful experience

• Experience preparing federal and state income tax returns.
• Active progress toward or completion of 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 successful completion (where permitted by state law) of a confidentiality agreement, background check, credit check, and drug screen. Proper identification verifying eligibility to work in the United States is required on the 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.