Tax Accountant

Walton Enterprises is seeking a highly motivated tax professional to join River Bend Administration as a Tax Accountant. The role involves supporting annual tax planning and compliance processes for a multi-generational family, providing exposure to various trust structures and complex tax matters.

What you'll do:

• 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

What they're looking for:

• 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
• 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