Tax Accountant

About the Role

River Bend Administration is seeking a motivated Tax Accountant to join its family office environment. This role offers immediate experience in sophisticated tax matters. New and recent graduates are welcome. The position reports to the Director of Tax and collaborates with the Family Trust Company (“FTC”) team and the family’s advisory team.

Key Responsibilities

The Tax Accountant will support annual tax planning and compliance processes for a multi-generational family, under supervision. The role involves exposure to various trust structures and other entities. Specific responsibilities include:

• 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 quarterly and annually.
• Preparing and/or reviewing reporting requirements for cross-border tax compliance (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 team, and other advisors.
• Recognizing and reacting to risks and opportunities to improve services and processes.
• Performing other duties as required.

Personal Attributes

• Willingness to learn and master new trust, tax, and accounting concepts.
• Ability to act as a trusted advisor, demonstrating expertise and integrity.
• Supportive, team player, showing respect during collaboration.
• Results-oriented with sound judgment.
• Inquisitive lifelong learner who solves problems with bold thinking and innovation.

Requirements & Tech Stack

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

Additional Helpful Experience and Qualifications

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