Tax Manager, Family Trust Company

Job Title

Tax Manager, Family Trust Company

Job Description

About the Position
River Bend Holdings is seeking a skilled, highly motivated and adaptable individual to join the organization as a Tax Manager. This position reports directly to our Chief Operating Officer and works collaboratively with the members of our related family office, accounting team and external tax team.

What you will do
The Tax Manager will oversee/assist with all aspects of the tax planning, preparation and review process with a concentration on trust tax engagements. Individual will also oversee/assist with all miscellaneous tax projects and oversee/conduct complex tax research to support the client’s tax compliance and reporting. Individual will compile all tax workpapers, review and ensure that all filings are made in a timely manner.

Responsibilities
• Oversee all aspects of tax engagements including tax planning, preparation and review of primarily trust income tax returns and other tax returns as appropriate
• Manage external tax team to ensure timely and accurate preparation of all returns and filings
• Evaluate external tax team on an ongoing basis and suggest enhancements to overall tax process
• Responsible for all timely filing of all tax estimates and filings by working with internal accounting team and external tax team
• Perform, oversee, participate in, and/or review technical tax research, analysis, and written memorandum
• Prepare and review income tax projections; identify and document tax planning positions
• Manage and assist as need any federal and state tax audits and assist in negotiating tax positions
• Help determine need for additional staff level positions and ensure proper execution of assignments
• Recognize complex technical issues, initiate internal and advisory process to reach appropriate conclusions and apply knowledge to support conclusions
• Participate in mentoring, training, recruiting, retention and team-building activities
• Present internal training on technical issues as needed
• Offer ongoing status updates to management and to the engagement team


Who we are looking for

Qualifications required for your success
The Tax Manager must possess the following professional qualifications:
• Bachelor’s degree
• 10+ years of tax compliance and advisory skills with the focus in Fiduciary Income Tax
• CPA certification
• Public accounting experience
• Knowledge of federal, state and local tax laws
• Hands on experience with review and preparation of all forms and schedules related to fiduciary income tax returns
• Excellent analytical, technical, and tax accounting/technology skills with proficiency in tax compliance and consulting
• Experience with foreign reporting common to high wealth investing and foreign tax credit utilization, and tax minimization
• Experience with various facets of state & local taxation and compliance & advisory issues related to trusts
• Strong research and compliance skills
• Proven ability to work on multiple entity engagements and adhere to tax deadlines
• Excellent supervisory, organizational, problem solving, and interpersonal skills
• Exceptional communication skills
• Excellent project management and presentation skills
• Ability to effectively use Microsoft Office Suite, including Word, Excel and PowerPoint

Additional Helpful Experience Includes
• Advanced degree
• Big 4 experience
• Experience with tax preparation and research software

Personal attributes that support your success
The Tax Manager should ideally possess the following attributes:
• Has the ability to give and receive feedback graciously
• Knows how to build effective relationships and networks to achieve results
• Ability to reason and effectively multi-task.
• Strong communication skills with the ability to apply understanding to carry out and to give instructions in written, oral, or diagram form
• Ability to organize work and projects, prioritize and meet deadlines. Ability to complete work in an efficient and accurate manner

About River Bend Holdings, LLC
River Bend Holdings is a private family trust company serving the trust needs of a single, multi-generational family. River Bend Holdings serves as trustee of a wide variety of trusts holding a wide variety of assets. River Bend Holdings was recently formed to handle a growing family’s trust needs. This is an exciting time to be part of this world class team.

River Bend Holdings is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status of protected veteran, among other things or status as a qualified individual with a disability.

Basic Qualifications

• Bachelor’s degree
• 10+ years of tax compliance and advisory skills with the focus in Fiduciary Income Tax
• CPA certification
• Public accounting experience
• Knowledge of federal, state and local tax laws
• Hands on experience with review and preparation of all forms and schedules related to fiduciary income tax returns
• Excellent analytical, technical, and tax accounting/technology skills with proficiency in tax compliance and consulting
• Experience with foreign reporting common to high wealth investing and foreign tax credit utilization, and tax minimization
• Experience with various facets of state & local taxation and compliance & advisory issues related to trusts
• Strong research and compliance skills
• Proven ability to work on multiple entity engagements and adhere to tax deadlines
• Excellent supervisory, organizational, problem solving, and interpersonal skills
• Exceptional communication skills
• Excellent project management and presentation skills
• Ability to effectively use Microsoft Office Suite, including Word, Excel and PowerPoint