Funds Tax Senior Associate

WALTON ENTERPRISES & WALTON FAMILY FOUNDATION; Bentonville (AR); On-site; USD 114,000 - 135,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Paid time off

Job summary

Walton Enterprises & Walton Family Foundation in Bentonville, AR seeks a Senior Associate, Tax - Funds to support tax compliance, reporting, and planning for fund-related investments including private equity, venture capital, hedge funds, real estate, and fund-of-funds structures.

The role involves preparing and reviewing partnership tax filings, analyzing K-1s, researching tax issues, and collaborating across teams to ensure timely, accurate reporting and proactive tax planning for

Qualifications

• Bachelor's degree in Accounting or related field required.
• Minimum 2 years of tax compliance experience with partnership taxation or funds.
• CPA certification or exam eligibility preferred.
• Experience with private equity, venture capital, or hedge funds preferred.
• Exposure to nonprofit or foundation tax matters preferred.

Responsibilities

• Prepare and review tax returns for fund partnerships and LLCs.
• Maintain tax basis schedules, capital accounts, and allocations per Subchapter K.
• Analyze K-1s from private equity, VC, and hedge funds for individuals and trusts.
• Research partnership tax issues and document findings.
• Support tax planning for high-net-worth individuals, trusts, and philanthropy.
• Coordinate with teams to ensure accurate reporting and compliance.

Skills

Partnership taxation

Investment fund structures

Tax research

Tax compliance & reporting

Team collaboration

Excel

Education

Bachelor's in Accounting or related field

CPA certification or exam eligibility

Master's in Taxation/Accounting/ MBA/JD

Tools

AI-enabled tax software

MS Office/Excel

Tax preparation software

Job description

Walton Enterprises & Walton Family Foundation in Bentonville, AR seeks a Senior Associate, Tax - Funds to support tax compliance, reporting, and planning for fund-related investments including private equity, venture capital, hedge funds, real estate, and fund-of-funds structures.

The role involves preparing and reviewing partnership tax filings, analyzing K-1s, researching tax issues, and collaborating across teams to ensure timely, accurate reporting and proactive tax planning for