RIVER BEND HOLDINGS, LLC ยท 1 day ago
Tax Associate
Naples, FL
Full-time
Onsite
New Grad, Entry Level
$94K/yr - $117K/yrRiver Bend Administration, LLC is seeking a highly motivated tax professional to join their team as a Tax Associate. This role involves supporting the annual tax planning and compliance processes for a multi-generational family, working under the supervision of the Director of Tax and collaborating with the Family Trust Company team.
Financial Services
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
Qualification
Required
A bachelors' 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
Preferred
Experience preparing federal and state income tax returns is a plus
Have obtained or have active progress towards a CPA certification (or equivalent)
Work experience or internship at an accounting firm, financial institution, or family office
Company
RIVER BEND HOLDINGS, LLC
Private Trust Company
Naples, US
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase