RIVER BEND HOLDINGS, LLC · 1 day ago
Senior Coordinator, Tax & Accounting
Naples, FL
Full-time
Onsite
Mid, Senior Level
$77K/yr - $96K/yr
3+ years expRiver Bend Holdings, LLC is a private family trust company serving the trust administration needs of the Walton family. They are seeking a Senior Coordinator to provide advanced administrative and operational support across the Tax and Accounting teams, ensuring the accuracy of tax and financial records while supporting compliance activities.
Financial Services
Responsibilities
Perform routine tax compliance tasks, including filings, payments, and reconciliations
Collect, organize, and distribute supporting documentation for tax returns
Assist with the preparation of simple tax forms, workpapers, and setup of tax software
Research and resolve minor tax discrepancies or notices, serve as a resource for standard tax procedures, and escalate issues to Tax team
Maintain tax calendars, compliance checklists, tracking sheets, and documentation used to support timely tax filings and reviews
Coordinate materials for tax meetings, reviews, and special projects
Perform weekly bank reconciliations for 150+ accounts, including identifying discrepancies and coordinating with accounting team members to investigate and resolve issues
Maintain bank reconciliation tracker to ensure completeness, accuracy, and timely reconciliation of all accounts and periods
Research and resolve straightforward accounting discrepancies
Oversee the end-to-end process for 250+ monthly custodial statements, including downloading from portals, uploading to SharePoint, and tracking receipt and archival status
Maintain financial records, schedules, and reporting dashboards
Provide operational support to Accounting team members for ad hoc tasks, special projects, and routine accounting operations
Qualification
Required
High school diploma required; associate or bachelor's degree preferred
3–5 years of administrative, accounting, or tax experience
Demonstrated ability to manage workflows with minimal supervision
Proficiency with Microsoft Office (Excel, Power Point, Word, SharePoint, etc.)
Strong attention to detail with the ability to spot and correct errors
Highly organized, able to prioritize effectively and work independently
Problem-solving mindset; able to resolve routine accounting and tax issues without escalation
Team-oriented; comfortable collaborating and working across functional teams supporting multiple service areas; ability to clarify competing priorities
Familiarity with accounting and tax systems, compliance processes, and secure document management
High degree of confidentiality and ability to manage highly confidential and sensitive information with the utmost discretion
Ability to reason and effectively multi-task or pivot in an evolving environment
Strong communication skills with the ability to apply understanding to carry out instructions
Ability to organize work and projects, prioritize and meet deadlines
Ability to complete work in an efficient and accurate manner
Has the ability to give and receive feedback graciously
Knows how to build effective working relationships to achieve results
Company
RIVER BEND HOLDINGS, LLC
Private Trust Company
Naples, US
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase